Filed January 4, 2017 (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 |
|---|---|---|
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $36,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,315 | $51,315+5.8% | $95,745-43.3% | $71,457-24.0% |
| Participation rate | 93.0% | 63.0%+29.9pp | 72.3%+20.7pp | 67.9%+25.0pp |
| Annual return | 17.30% | 25.26%-8.0pp | 28.35%-11.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,667 | $1,819-8.3% | $2,835-41.2% | $2,588-35.6% |
| Participant deferral / active EE | $5,057 | $3,358+50.6% | $4,245+19.1% | $4,289+17.9% |
| Admin fee / account holder | $148 | $1,137-86.9% | $5,678-97.4% | $1,587-90.6% |