Filed May 18, 2017 (most recent of 2 filings on file)
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 26 · EIN 71-0294708 | Advisory (Participants) | $95,006 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $35,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,820 | $104,475+133.4% | $159,436+52.9% | $79,386+207.1% |
| Participation rate | 98.8% | 76.6%+22.2pp | 82.8%+16.0pp | 70.7%+28.1pp |
| Annual return | 19.76% | 67.95%-48.2pp | 263.57%-243.8pp | 116.85%-97.1pp |
| Employer contribution / active EE | $16,984 | $3,417+397.1% | $4,829+251.7% | $2,427+599.7% |
| Participant deferral / active EE | $12,526 | $6,467+93.7% | $7,352+70.4% | $4,046+209.6% |
| Admin fee / account holder | $580 | $711-18.5% | $10,799-94.6% | $626-7.4% |