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 LLC3 years Filed as: LION STREET ADVISORS, LLC Service code 15 · EIN 80-0946231 | Recordkeeping | $28,030 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,466 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,421 | $132,049-1.2% | $200,582-35.0% | $74,304+75.5% |
| Participation rate | 79.4% | 84.1%-4.6pp | 86.9%-7.4pp | 60.3%+19.1pp |
| Annual return | 13.37% | 22.22%-8.8pp | 42.33%-29.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $3,040 | $4,558-33.3% | $6,419-52.6% | $2,241+35.6% |
| Participant deferral / active EE | $6,227 | $7,213-13.7% | $9,331-33.3% | $3,767+65.3% |
| Admin fee / account holder | $398 | $2,405-83.4% | $16,305-97.6% | $2,969-86.6% |