Filed August 8, 2019
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 |
|---|---|---|
COOK STREET CONSULTING3+ years Service code 17 · EIN 84-0854432 | Pension Consulting | $41,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,497 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,069 | $35,955+25.3% | $78,210-42.4% | $69,631-35.3% |
| Participation rate | 88.0% | 67.2%+20.8pp | 68.7%+19.2pp | 70.7%+17.3pp |
| Annual return | 21.15% | 16.42%+4.7pp | 40.90%-19.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $690 | $1,244-44.5% | $2,034-66.1% | $2,032-66.0% |
| Participant deferral / active EE | $3,760 | $2,107+78.5% | $2,823+33.2% | $3,224+16.7% |
| Admin fee / account holder | $244 | $86+183.5% | $3,758-93.5% | $110+120.7% |