Filed April 25, 2019
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 9-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 |
|---|---|---|
CLIENTONE SECURITIES, LLC2+ years Service code 26 11460 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 66211 | Advisory (Participants) | $28,669 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,953 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,183 | $89,739+20.6% | $149,718-27.7% | $62,292+73.7% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.1pp | 69.5%+29.7pp |
| Annual return | 16.20% | 21.01%-4.8pp | 1501.63%-1485.4pp | 28.90%-12.7pp |
| Employer contribution / active EE | $5,023 | $3,233+55.4% | $5,445-7.7% | $2,042+146.0% |
| Participant deferral / active EE | $6,296 | $4,797+31.3% | $6,569-4.1% | $3,169+98.7% |
| Admin fee / account holder | $295 | $551-46.5% | $11,283-97.4% | $479-38.5% |