Filed September 7, 2021 (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 |
|---|---|---|
THOMAS WEISEL PARTNERS4+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $306,990 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $11,400 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $229,051 | $120,075+90.8% | $90,782+152.3% | $55,725+311.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 82.7%+17.3pp | 70.9%+29.1pp |
| Annual return | -3.55% | -3.47%-0.1pp | -3.42%-0.1pp | 244.93%-248.5pp |
| Employer contribution / active EE | $14,088 | $4,693+200.2% | $4,105+243.2% | $2,078+577.9% |
| Participant deferral / active EE | $15 | $6,826-99.8% | $5,366-99.7% | $3,356-99.5% |
| Admin fee / account holder | $851 | $111+663.8% | $5,908-85.6% | $115+639.1% |