Filed April 11, 2016
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 |
|---|---|---|
RSM US LLP2 years Filed as: RSM US WEALTH MANAGEMENT Service code 16 · EIN 41-1944416 | Consulting | $33,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,278 |
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 | $85,958 | $89,739-4.2% | $149,718-42.6% | $62,292+38.0% |
| Participation rate | 98.3% | 85.1%+13.2pp | 87.1%+11.2pp | 69.5%+28.8pp |
| Annual return | 16.38% | 21.01%-4.6pp | 1501.63%-1485.3pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,175 | $3,233-32.7% | $5,445-60.1% | $2,042+6.5% |
| Participant deferral / active EE | $4,894 | $4,797+2.0% | $6,569-25.5% | $3,169+54.4% |
| Admin fee / account holder | $181 | $551-67.1% | $11,283-98.4% | $479-62.1% |