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 |
|---|---|---|
SANLI PASTORE & HILL3 years Service code 34 · EIN 95-4558283 | Direct payment from the plan; Valuati... | $13,134 |
KORNERSTONE, INC.3 years Filed as: KORNERSTONE Service code 28 · EIN 46-4657858 | Investment Management | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,112 | $99,957+2.2% | $149,696-31.8% | $73,488+38.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 7.98% | 53.87%-45.9pp | 276.60%-268.6pp | 28.51%-20.5pp |
| Employer contribution / active EE | $10,714 | $3,191+235.8% | $4,644+130.7% | $2,270+372.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $193 | $551-65.0% | $9,309-97.9% | $513-62.4% |