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 & HILL4 years Service code 34 · EIN 95-4558283 | Valuation (appraisals, etc.); Direct ... | $37,712 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $24,225 |
KORNERSTONE, INC.4 years Filed as: KORNERSTONE Service code 28 · EIN 46-4657858 | Investment Management | $10,000 |
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 | $122,780 | $104,475+17.5% | $159,436-23.0% | $79,386+54.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 8.55% | 67.95%-59.4pp | 263.57%-255.0pp | 116.85%-108.3pp |
| Employer contribution / active EE | $13,208 | $3,417+286.6% | $4,829+173.5% | $2,427+444.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $631 | $711-11.3% | $10,799-94.2% | $626+0.7% |