Filed October 10, 2018 (most recent of 3 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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 17 · EIN 90-0142264 | Pension Consulting | $97,500 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $87,681 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 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 | $152,588 | $63,905+138.8% | $74,183+105.7% | $57,658+164.6% |
| Participation rate | 98.5% | 79.8%+18.8pp | 76.6%+21.9pp | 70.2%+28.3pp |
| Annual return | 5.97% | 60.60%-54.6pp | 17.74%-11.8pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,012 | $1,840+9.3% | $2,370-15.1% | $1,974+1.9% |
| Participant deferral / active EE | $3,834 | $3,448+11.2% | $3,550+8.0% | $3,061+25.3% |
| Admin fee / account holder | $406 | $91+345.9% | $5,586-92.7% | $95+329.6% |