Filed February 4, 2020
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48,972 |
ARGI INVESTMENT SERVICES LLC4 years Service code 27 · EIN 27-1003080 | Advisory (Plan) | $39,885 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $8,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,868 | $91,372-26.8% | $129,995-48.6% | $74,419-10.1% |
| Participation rate | 83.1% | 77.8%+5.3pp | 78.5%+4.6pp | 70.7%+12.4pp |
| Annual return | 17.49% | 23.21%-5.7pp | -137.18%+154.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,878 | $2,563-26.7% | $4,320-56.5% | $2,637-28.8% |
| Participant deferral / active EE | $5,433 | $4,721+15.1% | $5,820-6.6% | $4,528+20.0% |
| Admin fee / account holder | $340 | $283+20.1% | $10,614-96.8% | $348-2.2% |