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 15 · EIN 42-0127290 | Recordkeeping | $118,054 |
Service code 21 · EIN 20-1171923 | Bank Trustee | $75,000 |
Filed as: STOUT RISIUS Service code 34 · EIN 38-3003685 | Consulting fees; Valuation (appraisal... | $47,074 |
COHN REZNICK LLP6 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $21,861 |
6254.151 year Service code 38 · EIN 53-0194625 | Participant Communication | $6,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,339 | $95,388-7.4% | $125,339-29.5% | $77,904+13.4% |
| Participation rate | 99.1% | 78.6%+20.5pp | 82.4%+16.7pp | 73.7%+25.4pp |
| Annual return | 10.70% | 116.19%-105.5pp | 572.05%-561.3pp | 12.21%-1.5pp |
| Employer contribution / active EE | $1,375 | $3,666-62.5% | $4,814-71.4% | $2,848-51.7% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $82 | $119-30.9% | $10,010-99.2% | $133-38.1% |