Filed June 8, 2018
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 9-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 |
|---|---|---|
MCF ADVISORS LLC9+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $53,519 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $3,088 |
PENSION CORPORATION OF AMERICA9+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $3,020 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 | Shareholder Servicing | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,760 | $69,763-34.4% | $67,502-32.2% | $74,495-38.6% |
| Participation rate | 66.8% | 71.4%-4.5pp | 72.9%-6.0pp | 67.2%-0.4pp |
| Annual return | 12.20% | -40.34%+52.5pp | 3512.12%-3499.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $860 | $2,704-68.2% | $2,731-68.5% | $2,623-67.2% |
| Participant deferral / active EE | $1,750 | $3,636-51.9% | $4,000-56.2% | $4,346-59.7% |
| Admin fee / account holder | $322 | $896-64.0% | $3,998-91.9% | $1,942-83.4% |