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 COMPANY6 years Filed as: TI TRUST Service code 24 · EIN 20-1171923 | Discretionary Trustee | $59,439 |
PRAIRIE CAPITAL ADVISORS1 year Service code 34 · EIN 48-1170848 | Direct payment from the plan; Valuati... | $58,689 |
POLSINELLI1 year Filed as: POLSINELLI PC Service code 29 · EIN 43-1064260 | Legal | $54,661 |
Service code 14 · EIN 42-0127290 | Plan Administrator | $49,617 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $16,525 |
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 | $77,647 | $54,193+43.3% | $93,606-17.0% | $77,6430% |
| Participation rate | 99.1% | 63.9%+35.2pp | 68.7%+30.4pp | 70.6%+28.5pp |
| Annual return | -13.61% | 30.54%-44.1pp | 133.20%-146.8pp | 31.24%-44.8pp |
| Employer contribution / active EE | $8,142 | $1,168+597.1% | $2,420+236.5% | $2,726+198.7% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $364 | $576-36.8% | $8,285-95.6% | $430-15.4% |