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 14 · EIN 42-0127290 | Plan Administrator | $137,935 |
BANKERS TRUST COMPANY5 years Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $80,000 |
Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Direct payment from the plan; Valuati... | $37,500 |
COHN REZNICK LLP8 years Filed as: COHN REZNICK Service code 10 · EIN 33-4144829 | Accounting | $21,630 |
DIRECT ADVISORS, LLC2 years Filed as: DIRECT CONNECT GROUP Service code 38 · EIN 91-2132033 | Participant Communication | $8,637 |
Annual investment return 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 | $100,216 | $122,186-18.0% | $146,958-31.8% | $199,593-49.8% |
| Participation rate | 99.5% | 78.3%+21.2pp | 82.2%+17.3pp | 72.0%+27.5pp |
| Annual return | 13.54% | 30.56%-17.0pp | 418.34%-404.8pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,396 | $4,093-65.9% | $4,933-71.7% | $3,034-54.0% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $85 | $179-52.4% | $12,998-99.3% | $269-68.4% |