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 | $133,985 |
BANKERS TRUST COMPANY5 years Filed as: TI-TRUST Service code 25 · EIN 20-1171923 | Directed Trustee | $80,000 |
Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Direct payment from the plan; Valuati... | $39,500 |
COHN REZNICK LLP9 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $22,711 |
DIRECT ADVISORS, LLC3 years Filed as: DIRECT CONNECT GROUP Service code 49 · EIN 91-2132033 | Other Services | $6,397 |
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 | $97,652 | $145,877-33.1% | $150,045-34.9% | $102,872-5.1% |
| Participation rate | 99.6% | 79.8%+19.8pp | 82.3%+17.3pp | 73.0%+26.6pp |
| Annual return | 16.75% | 21.37%-4.6pp | 62.55%-45.8pp | 19.06%-2.3pp |
| Employer contribution / active EE | $989 | $4,710-79.0% | $4,693-78.9% | $3,526-71.9% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $77 | $176-56.2% | $13,435-99.4% | $292-73.6% |