Filed April 4, 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 8-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 |
|---|---|---|
TIAA1+ years Filed as: CREF-TIAA-CREF INVESTMENT MANAGMENT Service code 64 · EIN 13-3586142 | Recordkeeping Fees | $166,122 |
ROOF ADVISORY GROUP INC.1+ years Service code 33 · EIN 23-2945243 | Securities brokerage | $7,051 |
Filed as: GREAT-WEST LIFE AND ANNUITY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,900 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $3,896 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $1,510 |
VANTAGE INVESTMENT ADVISORS1+ years Service code 33 · EIN 37-1776760 | Securities brokerage | $639 |
MARINER LLC1+ years Service code 33 · EIN 20-4553256 | Securities brokerage | $223 |
LARSON FINANCIAL GROUP LLC1+ years Service code 33 · EIN 20-4773945 | Securities brokerage | $216 |
SIGNATURE ESTATE & INVESTMENT1+ years Service code 33 · EIN 95-4806910 | Securities brokerage | $110 |
Filed as: VESTIA ADVISORS LLC Service code 33 · EIN 82-1828832 | Securities brokerage | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,512 | $46,969+128.9% | $154,107-30.2% | $73,367+46.5% |
| Participation rate | 14.7% | 72.4%-57.7pp | 83.0%-68.4pp | 69.5%-54.8pp |
| Annual return | 166275.19% | 821.68%+165453.5pp | 735.12%+165540.1pp | 173.45%+166101.7pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $649 | $3,162-79.5% | $5,081-87.2% | $4,033-83.9% |
| Admin fee / account holder | $14 | $47-70.3% | $13,411-99.9% | $68-79.8% |