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 |
|---|---|---|
PFG4 years Service code 14 · EIN 42-1520346 | Plan Administrator | $46,729 |
BANKERS TRUST COMPANY4 years Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $44,986 |
SCRIBNER COHEN2 years Filed as: SCRIBNER COHEN AND COMPANY Service code 10 · EIN 39-1210538 | Accounting | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,911 | $42,353+86.3% | $79,550-0.8% | $64,808+21.8% |
| Participation rate | 98.8% | 64.8%+34.0pp | 69.5%+29.3pp | 71.5%+27.3pp |
| Annual return | 64.00% | -12.24%+76.2pp | 0.16%+63.8pp | 32.82%+31.2pp |
| Employer contribution / active EE | $1,871 | $1,181+58.5% | $2,413-22.4% | $2,506-25.3% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $182 | $160+13.9% | $6,832-97.3% | $188-3.2% |