Filed October 22, 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 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 |
|---|---|---|
BERTHEL FISHER & CO1 year Service code 27 · EIN 42-1029773 | Advisory (Plan) | $13,850 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,199 | $59,101+142.3% | $77,163+85.6% | $75,163+90.5% |
| Participation rate | 98.8% | 63.9%+34.9pp | 69.6%+29.2pp | 67.2%+31.6pp |
| Annual return | 19.29% | 26.71%-7.4pp | 37.87%-18.6pp | 160.62%-141.3pp |
| Employer contribution / active EE | $7,027 | $1,995+252.2% | $2,535+177.2% | $2,670+163.2% |
| Participant deferral / active EE | $7,766 | $2,999+158.9% | $3,833+102.6% | $4,125+88.3% |
| Admin fee / account holder | $30 | $4,774-99.4% | $5,472-99.4% | $5,651-99.5% |