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 PARTNERS7+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $212,225 |
BRADY MARTZ & ASSOCIATES2 years Filed as: BRADY MARTZ & ASSOCIATES PC Service code 10 · EIN 45-0310328 | Accounting | $12,650 |
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.)
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 | $212,983 | $172,932+23.2% | $119,258+78.6% | $86,799+145.4% |
| Participation rate | 100.0% | 89.4%+10.6pp | 82.7%+17.3pp | 72.3%+27.7pp |
| Annual return | 11.73% | 20.96%-9.2pp | 30.69%-19.0pp | 97.91%-86.2pp |
| Employer contribution / active EE | $14,925 | $5,487+172.0% | $4,384+240.4% | $2,405+520.5% |
| Participant deferral / active EE | $8 | $8,466-99.9% | $6,111-99.9% | $4,131-99.8% |
| Admin fee / account holder | $963 | $150+540.7% | $7,226-86.7% | $170+467.9% |