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 LLP5 years Filed as: RSM US WEALTH MANAGEMENT Service code 16 · EIN 41-1944416 | Consulting | $48,534 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,600 |
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 | $107,106 | $136,307-21.4% | $177,821-39.8% | $73,488+45.7% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.7%+9.8pp | 70.7%+26.8pp |
| Annual return | 15.65% | 18.68%-3.0pp | 48.32%-32.7pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,131 | $3,712-42.6% | $5,918-64.0% | $2,270-6.1% |
| Participant deferral / active EE | $6,430 | $5,829+10.3% | $7,714-16.6% | $3,740+72.0% |
| Admin fee / account holder | $226 | $596-62.1% | $12,427-98.2% | $513-56.0% |