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 COMPANY3 years Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $39,068 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRARIE CAPITAL Service code 34 · EIN 48-1170848 | Other investment fees and expenses; V... | $30,000 |
SCRIBNER COHEN1 year Filed as: SCRIBNER COHEN AND COMPANY Service code 10 · EIN 39-1210538 | Accounting | $17,850 |
PFG3 years Service code 14 · EIN 42-1520346 | Plan Administrator | $8,612 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,816 | $50,956-2.2% | $96,562-48.4% | $86,799-42.6% |
| Participation rate | 98.8% | 65.2%+33.5pp | 69.8%+29.0pp | 72.3%+26.5pp |
| Annual return | 29.22% | 21.27%+8.0pp | 37.78%-8.6pp | 97.91%-68.7pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $166 | $166+0.2% | $6,181-97.3% | $170-1.8% |