Filed October 2, 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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,118 |
THE PFE GROUP4 years Filed as: PFE ADVISORS LLC Service code 27 · EIN 71-1036677 | Advisory (Plan) | $21,720 |
COULTER & JUSTUS2 years Filed as: COULTER JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $10,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,200 | $84,936-37.4% | $111,297-52.2% | $79,386-33.0% |
| Participation rate | 90.4% | 75.9%+14.6pp | 77.3%+13.1pp | 70.7%+19.7pp |
| Annual return | 18.64% | 17.45%+1.2pp | 54.65%-36.0pp | 116.85%-98.2pp |
| Employer contribution / active EE | $2,091 | $1,979+5.7% | $2,731-23.4% | $2,427-13.9% |
| Participant deferral / active EE | $6,660 | $3,888+71.3% | $4,487+48.4% | $4,046+64.6% |
| Admin fee / account holder | $344 | $537-35.9% | $7,964-95.7% | $626-45.0% |