Filed January 27, 2016
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 37 · EIN 04-2647786 | Loan Processing | $165,064 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $67,685 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $10,784 |
Annual investment return 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 | $55,366 | $45,000+23.0% | $143,757-61.5% | $77,904-28.9% |
| Participation rate | 94.0% | 66.8%+27.1pp | 80.3%+13.6pp | 73.7%+20.3pp |
| Annual return | -17.41% | 29.03%-46.4pp | -0.04%-17.4pp | 12.21%-29.6pp |
| Employer contribution / active EE | $2,462 | $1,870+31.7% | $4,951-50.3% | $2,848-13.6% |
| Participant deferral / active EE | $4,759 | $3,157+50.8% | $5,637-15.6% | $4,806-1.0% |
| Admin fee / account holder | $105 | $98+6.7% | $14,673-99.3% | $133-20.8% |