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 |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $113,073 |
Service code 25 · EIN 20-1171923 | Directed Trustee | $70,000 |
Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Direct payment from the plan; Valuati... | $61,991 |
ARTABANE & BELDEN1 year Service code 25 · EIN 52-2083502 | Directed Trustee | $29,400 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $16,500 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $9,389 |
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 | $58,260 | $88,874-34.4% | $123,544-52.8% | $75,289-22.6% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.3%+16.3pp | 72.4%+26.1pp |
| Annual return | 11.06% | 4.22%+6.8pp | 119.20%-108.1pp | -0.04%+11.1pp |
| Employer contribution / active EE | $18 | $3,256-99.4% | $4,628-99.6% | $2,405-99.2% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $99 | $95+4.3% | $9,284-98.9% | $102-3.6% |