Filed July 9, 2015 (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 |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVCIES Service code 15 · EIN 42-1447865 | Recordkeeping | $57,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,747 | $100,801+17.8% | $149,696-20.7% | $73,409+61.8% |
| Participation rate | 81.9% | 77.7%+4.2pp | 82.5%-0.6pp | 72.2%+9.7pp |
| Annual return | 16.95% | 265.34%-248.4pp | 276.60%-259.6pp | 59.29%-42.3pp |
| Employer contribution / active EE | $2,185 | $3,312-34.0% | $4,644-52.9% | $2,234-2.2% |
| Participant deferral / active EE | $6,878 | $6,404+7.4% | $6,842+0.5% | $3,805+80.7% |
| Admin fee / account holder | $136 | $181-24.9% | $9,309-98.5% | $158-14.0% |