Filed October 21, 2019 (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 |
|---|---|---|
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 99 · EIN 41-1931920 | Other Fees | $6,751 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $2,284 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IA 60673 | Other Services | $1,209 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,963 | $71,883-75.0% | $86,677-79.3% | $68,494-73.8% |
| Participation rate | 81.9% | 72.2%+9.7pp | 76.6%+5.3pp | 67.9%+14.0pp |
| Annual return | -13.02% | 3.52%-16.5pp | 35.91%-48.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,000 | $2,173-54.0% | $2,836-64.8% | $2,596-61.5% |
| Participant deferral / active EE | $2,963 | $3,779-21.6% | $4,656-36.3% | $4,027-26.4% |
| Admin fee / account holder | $215 | $6,112-96.5% | $7,493-97.1% | $5,403-96.0% |