Filed June 16, 2018
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 |
|---|---|---|
SAVANT CAPITAL MANAGEMENT5+ years Service code 24 · EIN 45-3812777 | Discretionary Trustee | $21,877 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $18,970 |
VRAKAS S.C.1 year Filed as: VRAKAS SC Service code 10 · EIN 39-1453055 | Accounting | $8,118 |
Filed as: IRON FINANCIAL Service code 27 · EIN 26-2409194 | Advisory (Plan) | $7,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,813 | $66,310+106.3% | $93,606+46.2% | $65,185+109.9% |
| Participation rate | 90.2% | 74.0%+16.3pp | 75.8%+14.4pp | 70.2%+20.0pp |
| Annual return | 17.83% | 42.58%-24.7pp | 32.76%-14.9pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,198 | $2,012-40.4% | $2,718-55.9% | $2,177-44.9% |
| Participant deferral / active EE | $2,827 | $3,342-15.4% | $4,069-30.5% | $3,514-19.6% |
| Admin fee / account holder | $394 | $6,897-94.3% | $7,888-95.0% | $847-53.5% |