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 LLC2 years Filed as: ABOUND WEALTH MANAGEMENT Service code 27 · EIN 81-4120898 108 FOURTH AVE S · FRANKLIN, TN 37064 | Advisory (Plan) | $87,484 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $8,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $96,798 | $122,239-20.8% | $184,203-47.5% | $74,495+29.9% |
| Participation rate | 99.5% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 11.28% | 19.95%-8.7pp | 28.81%-17.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $6,020 | $4,537+32.7% | $6,427-6.3% | $2,623+129.5% |
| Participant deferral / active EE | $4,252 | $7,139-40.4% | $9,131-53.4% | $4,346-2.2% |
| Admin fee / account holder | $388 | $1,260-69.2% | $13,901-97.2% | $1,942-80.0% |