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 & HILL5 years Service code 34 · EIN 95-4558283 | Direct payment from the plan; Valuati... | $29,945 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $10,970 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 26 157 PARKSHORE DRIVE · FOLSOM, CA 95630 | Advisory (Participants) | $5,020 |
KORNERSTONE, INC.5 years Filed as: KORNERSTONE Service code 26 · EIN 46-4657858 | Advisory (Participants) | $5,000 |
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 | $128,100 | $84,487+51.6% | $125,339+2.2% | $66,914+91.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -1.65% | -8.39%+6.7pp | 572.05%-573.7pp | 1.58%-3.2pp |
| Employer contribution / active EE | $13,194 | $3,553+271.4% | $4,814+174.1% | $2,544+418.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $444 | $685-35.2% | $10,010-95.6% | $593-25.2% |