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 |
|---|---|---|
Filed as: ABOUND WEALTH Service code 26 108 FOURTH AVE S · FRANKLIN, TN 37064 | Advisory (Participants) | $53,345 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES INC Service code 15 229 FURY'S FERRY RD · AUGUSTA, GA 30907 | Recordkeeping | $6,088 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,583 | $79,523-30.1% | $140,016-60.3% | $56,287-1.3% |
| Participation rate | 94.5% | 85.7%+8.8pp | 87.5%+7.0pp | 69.9%+24.6pp |
| Annual return | 1.68% | 2.39%-0.7pp | 651.12%-649.4pp | -9.96%+11.6pp |
| Employer contribution / active EE | $4,158 | $3,350+24.1% | $5,606-25.8% | $2,111+97.0% |
| Participant deferral / active EE | $2,764 | $5,129-46.1% | $6,927-60.1% | $3,350-17.5% |
| Admin fee / account holder | $297 | $614-51.6% | $10,705-97.2% | $521-43.0% |