Filed October 4, 2023
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 |
|---|---|---|
Service code 16 535 STONE CUTTERS WAY · MOUNTPELIER, VT 05602 | Consulting | $43,993 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $38,752 |
PREMISE CAPITAL, LLC2 years Service code 28 300 EAST 5TH AVE, STE 265 · NAPERVILLE, IA 60563 | Investment Management | $6,634 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,618 | $77,660-37.4% | $109,143-55.5% | $79,386-38.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 13.19% | 23.44%-10.2pp | 25.75%-12.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,083 | $3,518+44.5% | $4,653+9.2% | $4,046+25.7% |
| Admin fee / account holder | $318 | $732-56.6% | $6,752-95.3% | $626-49.2% |