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 | $131,086 |
BANKERS TRUST COMPANY4 years Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $75,000 |
Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Consulting fees; Valuation (appraisal... | $42,925 |
COHN REZNICK LLP7 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $21,000 |
DIRECT ADVISORS, LLC1 year Filed as: DIRECT CONNECT GROUP Service code 38 · EIN 91-2132033 | Participant Communication | $6,827 |
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 | $97,217 | $107,459-9.5% | $135,903-28.5% | $80,160+21.3% |
| Participation rate | 99.2% | 78.0%+21.2pp | 81.9%+17.3pp | 72.9%+26.3pp |
| Annual return | 22.27% | 91.91%-69.6pp | 68.23%-46.0pp | 40.38%-18.1pp |
| Employer contribution / active EE | $406 | $3,877-89.5% | $4,856-91.6% | $2,978-86.4% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $81 | $127-35.9% | $10,762-99.2% | $145-43.9% |