Filed March 11, 2019 (most recent of 5 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 |
|---|---|---|
ANNEX WEALTH MANAGEMENT LLC7 years Filed as: ANNEX WEALTH MANAGEMENT Service code 27 · EIN 68-0524298 | Advisory (Plan) | $58,282 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $48,770 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,724 | $95,274+56.1% | $135,903+9.4% | $74,419+99.8% |
| Participation rate | 86.3% | 78.2%+8.1pp | 81.9%+4.4pp | 70.7%+15.5pp |
| Annual return | 19.54% | 32.77%-13.2pp | 68.23%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $3,056 | $3,874-21.1% | $4,856-37.1% | $2,637+15.9% |
| Participant deferral / active EE | $10,369 | $7,782+33.2% | $7,758+33.7% | $4,528+129.0% |
| Admin fee / account holder | $362 | $266+35.9% | $10,762-96.6% | $348+4.0% |