Filed November 5, 2018 (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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,091 |
ANEW ADVISORS LLC1 year Service code 16 · EIN 87-1992226 | Consulting | $15,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,607 | $61,156-56.5% | $185,823-85.7% | $79,386-66.5% |
| Participation rate | 46.9% | 66.6%-19.7pp | 81.7%-34.8pp | 70.7%-23.8pp |
| Annual return | 14.43% | 19.45%-5.0pp | 122.05%-107.6pp | 116.85%-102.4pp |
| Employer contribution / active EE | $210 | $2,321-90.9% | $5,167-95.9% | $2,427-91.3% |
| Participant deferral / active EE | $1,404 | $2,789-49.7% | $5,568-74.8% | $4,046-65.3% |
| Admin fee / account holder | $4 | $710-99.4% | $16,237-100.0% | $626-99.3% |