Filed August 17, 2017
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 13 · EIN 42-0127290 | Contract Administrator | $89,013 |
ARTABANE & BELDEN1 year Filed as: ARTABANE & BELDEN P.C. Service code 21 · EIN 52-2083502 | Bank Trustee | $25,200 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $16,000 |
Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Direct payment from the plan; Valuati... | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,140 | $96,458-41.8% | $136,294-58.8% | $77,958-28.0% |
| Participation rate | 97.6% | 75.4%+22.2pp | 81.9%+15.7pp | 71.6%+26.0pp |
| Annual return | 20.89% | 23.78%-2.9pp | 5155.94%-5135.1pp | 20.87%0pp |
| Employer contribution / active EE | $25 | $3,144-99.2% | $4,695-99.5% | $2,310-98.9% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $48 | $80-39.7% | $9,243-99.5% | $97-50.2% |