Filed February 12, 2015
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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $39,068 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $36,519 |
Service code 19 · EIN 25-1409618 | Securities Custodian | $9,349 |
YOUNT, HYDE & BARBOUR, P.C.4 years Filed as: YOUNT, HYDE, BARBOUR, P.C. Service code 10 · EIN 54-1149263 | Accounting | $9,270 |
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 | $75,069 | $111,491-32.7% | $189,513-60.4% | $86,799-13.5% |
| Participation rate | 94.3% | 87.3%+7.0pp | 87.8%+6.5pp | 72.3%+22.1pp |
| Annual return | 19.98% | 83.50%-63.5pp | 555.15%-535.2pp | 97.91%-77.9pp |
| Employer contribution / active EE | $3,774 | $3,951-4.5% | $6,162-38.7% | $2,405+56.9% |
| Participant deferral / active EE | $9,926 | $6,437+54.2% | $8,221+20.7% | $4,131+140.3% |
| Admin fee / account holder | $307 | $189+62.6% | $12,045-97.5% | $170+81.0% |