Filed February 28, 2019
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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $16,000 |
SANLI PASTORE & HILL1 year Service code 34 · EIN 95-4558283 | Valuation (appraisals, etc.); Direct ... | $9,300 |
KORNERSTONE, INC.1 year Filed as: KORNERSTONE Service code 28 1811 CONCORD AVENUE · CHICO, CA 95928 | Investment Management | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,430 | $77,813+8.5% | $123,544-31.7% | $64,186+31.5% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.6pp | 69.6%+29.4pp |
| Annual return | 9.26% | 12.48%-3.2pp | 119.20%-109.9pp | 7.63%+1.6pp |
| Employer contribution / active EE | $21,505 | $3,014+613.5% | $4,628+364.7% | $2,381+803.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $309 | $5,519-94.4% | $9,284-96.7% | $4,888-93.7% |