Filed December 22, 2015
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 9-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 |
|---|---|---|
POLEN CAPITAL5 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 27 · EIN 26-0319356 | Advisory (Plan) | $6,478 |
Service code 51 · EIN 42-0127290 | Investment Mgmt Fees | $6,225 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE INVESTMENT Service code 27 · EIN 23-3061021 | Advisory (Plan) | $5,174 |
CHARLES SCHWAB & CO., INC.6+ years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $562 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 8.98% | 9.93%-0.9pp | -2.84%+11.8pp | 9.29%-0.3pp |
| Employer contribution / active EE | $0 | $11,565-100.0% | $33,329-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |