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 |
|---|---|---|
ABOUND WEALTH MANAGEMENT LLC4 years Filed as: ABOUND WEALTH Service code 26 108 FOURTH AVE S · FRANKLIN, TN 37064 | Advisory (Participants) | $74,939 |
ASCENSUS LLC1 year Service code 15 · EIN 82-3719843 | Recordkeeping | $7,210 |
Participant 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 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 | $86,039 | $121,341-29.1% | $189,513-54.6% | $79,386+8.4% |
| Participation rate | 92.5% | 86.1%+6.4pp | 87.8%+4.7pp | 70.7%+21.8pp |
| Annual return | 14.59% | 21.08%-6.5pp | 555.15%-540.6pp | 116.85%-102.3pp |
| Employer contribution / active EE | $5,109 | $3,915+30.5% | $6,162-17.1% | $2,427+110.5% |
| Participant deferral / active EE | $3,383 | $6,395-47.1% | $8,221-58.8% | $4,046-16.4% |
| Admin fee / account holder | $362 | $651-44.4% | $12,045-97.0% | $626-42.2% |