Filed May 10, 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 |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,204 | $71,802+4.7% | $133,980-43.9% | $57,658+30.4% |
| Participation rate | 91.0% | 85.5%+5.5pp | 87.1%+3.9pp | 70.2%+20.8pp |
| Annual return | 6.41% | 13.51%-7.1pp | 29.30%-22.9pp | 5.13%+1.3pp |
| Employer contribution / active EE | $3,207 | $3,161+1.4% | $5,211-38.5% | $1,974+62.5% |
| Participant deferral / active EE | $2,773 | $4,606-39.8% | $6,282-55.9% | $3,061-9.4% |
| Admin fee / account holder | $38 | $88-56.8% | $9,324-99.6% | $95-59.9% |