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 LLC5 years Filed as: ABOUND WEALTH Service code 26 108 FOURTH AVE S · FRANKLIN, TN 37064 | Advisory (Participants) | $75,004 |
ASCENSUS LLC2 years Service code 15 · EIN 82-3719843 | Recordkeeping | $7,146 |
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 | $71,438 | $102,553-30.3% | $151,611-52.9% | $66,914+6.8% |
| Participation rate | 87.0% | 85.5%+1.5pp | 87.5%-0.5pp | 69.8%+17.2pp |
| Annual return | -15.12% | -10.82%-4.3pp | 3.33%-18.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,928 | $4,180+17.9% | $6,166-20.1% | $2,544+93.7% |
| Participant deferral / active EE | $3,371 | $6,641-49.2% | $8,363-59.7% | $4,237-20.4% |
| Admin fee / account holder | $341 | $630-45.8% | $11,616-97.1% | $593-42.4% |