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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,678 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL Service code 27 · EIN 26-2409194 | Advisory (Plan) | $14,118 |
VRAKAS S.C.2 years Filed as: VRAKAS SC Service code 10 · EIN 39-1453055 | Accounting | $8,118 |
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 | $145,263 | $70,908+104.9% | $98,907+46.9% | $73,488+97.7% |
| Participation rate | 88.4% | 73.8%+14.6pp | 76.0%+12.4pp | 70.7%+17.7pp |
| Annual return | 9.79% | 34.17%-24.4pp | 196.43%-186.6pp | 28.51%-18.7pp |
| Employer contribution / active EE | $1,326 | $2,036-34.9% | $2,689-50.7% | $2,270-41.6% |
| Participant deferral / active EE | $3,202 | $3,500-8.5% | $4,244-24.6% | $3,740-14.4% |
| Admin fee / account holder | $286 | $535-46.5% | $6,642-95.7% | $513-44.2% |