Filed January 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 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 |
|---|---|---|
RETIREMENT PLANOLOGY INC8 years Filed as: RETIREMENT PLANOLOGY Service code 99 | Other Fees | $24,857 |
RETIREMENT PLANOLOGY INC1 year Service code 99 · EIN 46-5341130 | Other Fees | $0 |
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 | $107,844 | $96,018+12.3% | $65,493+64.7% | $85,563+26.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 14.42% | 14.51%-0.1pp | 982.45%-968.0pp | 31.51%-17.1pp |
| Employer contribution / active EE | $4,502 | $3,235+39.2% | $2,574+74.9% | $2,654+69.7% |
| Participant deferral / active EE | $4,170 | $4,055+2.8% | $3,961+5.3% | $4,375-4.7% |
| Admin fee / account holder | $126 | $271-53.6% | $5,028-97.5% | $834-84.9% |