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 LLC1+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $39,993 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $3,219 |
PENSION CORPORATION OF AMERICA1+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $2,574 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $27,484 | $68,408-59.8% | $57,179-51.9% | $57,658-52.3% |
| Participation rate | 47.9% | 79.1%-31.3pp | 75.3%-27.5pp | 70.2%-22.4pp |
| Annual return | 6.72% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $407 | $2,869-85.8% | $2,682-84.8% | $1,974-79.4% |
| Participant deferral / active EE | $832 | $2,903-71.3% | $3,096-73.1% | $3,061-72.8% |
| Admin fee / account holder | $215 | $70+208.5% | $3,139-93.2% | $95+127.3% |