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 | $85,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,757 | $82,202+39.6% | $125,339-8.4% | $64,808+77.1% |
| Participation rate | 91.1% | 77.9%+13.2pp | 82.4%+8.7pp | 71.5%+19.6pp |
| Annual return | -15.06% | 3.48%-18.5pp | 572.05%-587.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,707 | $3,615-25.1% | $4,814-43.8% | $2,506+8.0% |
| Participant deferral / active EE | $8,191 | $7,175+14.2% | $7,446+10.0% | $4,310+90.0% |
| Admin fee / account holder | $187 | $163+14.4% | $10,010-98.1% | $188-0.6% |