Filed June 15, 2022
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 |
|---|---|---|
UNION BANK & TRUST COMPANY3+ years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $99,134 |
SMITH HAYES ADVISERS, INC.3+ years Filed as: SMITH HAYES ADVISERS, INC Service code 27 1225 L STREET, SUITE 200 · LINCOLN, NE 68508 | Advisory (Plan) | $26,242 |
MATRIX CLEARANCE AND SETTLEMENT3+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,812 | $46,173-70.1% | $170,442-91.9% | $69,631-80.2% |
| Participation rate | 96.8% | 63.9%+32.9pp | 83.6%+13.2pp | 70.7%+26.1pp |
| Annual return | 16.12% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,025 | $1,610-36.3% | $5,433-81.1% | $2,032-49.6% |
| Participant deferral / active EE | $2,759 | $2,080+32.6% | $4,939-44.1% | $3,224-14.4% |
| Admin fee / account holder | $144 | $116+23.8% | $13,880-99.0% | $110+30.0% |