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 |
|---|---|---|
PFG1 year Service code 15 · EIN 42-0127290 | Recordkeeping | $25,977 |
SANLI PASTORE & HILL2 years Service code 34 · EIN 95-4558283 | Direct payment from the plan; Valuati... | $16,702 |
KORNERSTONE, INC.2 years Filed as: KORNERSTONE Service code 28 · EIN 46-4657858 | Investment Management | $10,000 |
CAMPBELL TAYLOR WASHBURN1 year Service code 10 · EIN 68-1251243 | Accounting | $8,550 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,564 | $89,652+5.5% | $141,162-33.0% | $65,185+45.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 2.93% | 32.79%-29.9pp | 71.39%-68.5pp | 29.38%-26.4pp |
| Employer contribution / active EE | $15,714 | $3,065+412.7% | $4,735+231.9% | $2,177+622.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $463 | $569-18.5% | $10,261-95.5% | $847-45.3% |