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 year Filed as: CREF-TIAA-CREF INVESTMENT MANAGEMEN Service code 64 · EIN 13-3586142 | Recordkeeping Fees | $193,255 |
Filed as: GREAT-WEST LIFE AND ANNUITY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,099 |
ROOF ADVISORY GROUP INC.2+ years Service code 26 · EIN 23-2945243 | Advisory (Participants) | $7,039 |
Filed as: VARIABLE ANNUITY LIFE INSUANCE CO Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $4,036 |
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $2,467 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $1,497 |
SIGNATURE ESTATE & INVESTMENT2+ years Service code 26 · EIN 95-4806910 | Advisory (Participants) | $692 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $606 |
MARINER LLC2+ years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $421 |
LARSON FINANCIAL GROUP LLC2+ years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,396 | $58,202+108.6% | $172,739-29.7% | $89,569+35.5% |
| Participation rate | 15.3% | 72.8%-57.5pp | 82.6%-67.3pp | 69.6%-54.3pp |
| Annual return | 21.58% | 61.59%-40.0pp | 802.84%-781.3pp | 34.56%-13.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,778 | $3,335-46.7% | $5,198-65.8% | $4,220-57.9% |
| Admin fee / account holder | $99 | $53+87.7% | $13,954-99.3% | $72+37.7% |