Filed January 2, 2019
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: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-2712991 | Investment Mgmt Fees | $48,807 |
THE FIDUCIARY GROUP9 years Service code 27 P.O BOX 13688 · SAVANNAH, GA 31416 | Advisory (Plan) | $41,381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,885 | $88,890-37.1% | $102,423-45.4% | $77,643-28.0% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 14.93% | 24.98%-10.0pp | 29.32%-14.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,761 | $2,698+39.4% | $3,023+24.4% | $2,726+38.0% |
| Participant deferral / active EE | $5,596 | $5,145+8.8% | $5,053+10.8% | $4,647+20.4% |
| Admin fee / account holder | $280 | $235+18.8% | $9,451-97.0% | $430-35.0% |