Filed April 11, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
PRESTON AND COMPANY2 years Filed as: PRESTON & CLEVELAND Service code 26 725 COOL SPRINGS BLVD · FRANKLIN, TN 37067 | Advisory (Participants) | $55,161 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 229 FURY'S FERRY RD · AUGUSTA, GA 30907 | Recordkeeping | $5,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,699 | $89,739-20.1% | $149,718-52.1% | $62,292+15.1% |
| Participation rate | 96.7% | 85.1%+11.6pp | 87.1%+9.6pp | 69.5%+27.2pp |
| Annual return | 26.95% | 21.01%+5.9pp | 1501.63%-1474.7pp | 28.90%-1.9pp |
| Employer contribution / active EE | $4,874 | $3,233+50.8% | $5,445-10.5% | $2,042+138.7% |
| Participant deferral / active EE | $3,083 | $4,797-35.7% | $6,569-53.1% | $3,169-2.7% |
| Admin fee / account holder | $430 | $551-21.9% | $11,283-96.2% | $479-10.2% |