Filed November 11, 2015 (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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $608,223 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $40,300 |
FINANCIAL ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $20,532 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $11,098 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 26 · EIN 36-3109431 | Advisory (Participants) | $5,158 |
SASSETTI LLC1 year Service code 10 · EIN 36-2239746 | Accounting | $5,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,469 | $114,568-78.6% | $379,746-93.6% | $93,223-73.8% |
| Participation rate | 84.5% | 89.4%-4.9pp | 78.4%+6.1pp | 74.9%+9.6pp |
| Annual return | 13.20% | 16.38%-3.2pp | 34.90%-21.7pp | 19.29%-6.1pp |
| Employer contribution / active EE | $914 | $3,213-71.6% | $3,540-74.2% | $2,680-65.9% |
| Participant deferral / active EE | $1,827 | $6,118-70.1% | $6,024-69.7% | $4,563-60.0% |
| Admin fee / account holder | $77 | $72+6.2% | $7,927-99.0% | $79-2.9% |