Filed April 25, 2018 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORS, LLC Service code 15 · EIN 80-0946231 | Recordkeeping | $24,782 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,426 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,246 | $138,347-8.0% | $184,203-30.9% | $80,856+57.4% |
| Participation rate | 83.0% | 83.9%-0.9pp | 86.8%-3.8pp | 67.6%+15.3pp |
| Annual return | 15.23% | 20.02%-4.8pp | 28.81%-13.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,451 | $4,850-28.9% | $6,427-46.3% | $2,755+25.3% |
| Participant deferral / active EE | $6,898 | $7,071-2.5% | $9,131-24.5% | $4,296+60.6% |
| Admin fee / account holder | $372 | $10,483-96.4% | $13,901-97.3% | $6,918-94.6% |