Filed November 28, 2018
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 7-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 |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 20 · EIN 20-1171923 | Trustee (individual); Direct payment ... | $34,370 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL Service code 34 · EIN 48-1170848 | Direct payment from the plan; Valuati... | $27,548 |
PFG1 year Service code 13 · EIN 42-1520346 | Contract Administrator | $24,554 |
SCRIBNER COHEN1 year Service code 10 · EIN 39-1210538 | Accounting | $13,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,525 | $40,174-16.6% | $84,015-60.1% | $67,579-50.4% |
| Participation rate | 97.9% | 62.7%+35.2pp | 69.0%+28.9pp | 71.3%+26.6pp |
| Annual return | 1.13% | 25.82%-24.7pp | 71.31%-70.2pp | 378.56%-377.4pp |
| Employer contribution / active EE | $1,634 | $808+102.3% | $1,983-17.6% | $2,148-23.9% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $216 | $128+68.0% | $6,101-96.5% | $142+51.5% |