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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $37,993 |
ANEW ADVISORS LLC4 years Service code 16 · EIN 87-1992226 | Consulting | $22,445 |
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 | $30,554 | $55,415-44.9% | $155,509-80.4% | $74,495-59.0% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.2pp | 67.2%-19.2pp |
| Annual return | 11.14% | 268.50%-257.4pp | 64.67%-53.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $213 | $2,267-90.6% | $4,672-95.4% | $2,623-91.9% |
| Participant deferral / active EE | $1,269 | $2,836-55.2% | $5,626-77.4% | $4,346-70.8% |
| Admin fee / account holder | $6 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |