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 PARTNERS10+ years Service code 17 · EIN 94-3310172 ONE MONTGOMERY STREET, SUITE 3700 · SAN FRANSICO, CA 94104 | Pension Consulting | $225,602 |
BRADY MARTZ & ASSOCIATES2 years Service code 10 · EIN 45-0310328 401 DEMERS AVE, SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $5,357 |
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 | $224,364 | $155,364+44.4% | $103,476+116.8% | $77,643+189.0% |
| Participation rate | 99.5% | 85.5%+14.0pp | 80.5%+19.0pp | 70.6%+28.9pp |
| Annual return | 8.76% | 19.02%-10.3pp | 23.90%-15.1pp | 31.24%-22.5pp |
| Employer contribution / active EE | $16,412 | $5,949+175.9% | $4,672+251.3% | $2,726+502.1% |
| Participant deferral / active EE | $3 | $8,482-100.0% | $6,623-100.0% | $4,647-99.9% |
| Admin fee / account holder | $890 | $503+77.1% | $9,413-90.5% | $430+106.8% |