Filed May 20, 2016 (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 |
|---|---|---|
DEFINITI LLC1 year Service code 28 · EIN 85-0833363 | Investment Management | $9,825 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,839 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,009 | $100,227+17.7% | $169,993-30.6% | $74,419+58.6% |
| Participation rate | 96.8% | 87.3%+9.5pp | 87.0%+9.8pp | 70.7%+26.1pp |
| Annual return | 97.68% | 66.08%+31.6pp | 53.37%+44.3pp | 34.38%+63.3pp |
| Employer contribution / active EE | $1,424 | $4,263-66.6% | $6,785-79.0% | $2,637-46.0% |
| Participant deferral / active EE | $7,579 | $7,143+6.1% | $10,408-27.2% | $4,528+67.4% |
| Admin fee / account holder | $23 | $234-90.2% | $12,815-99.8% | $348-93.4% |