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 & HILL6 years Service code 34 · EIN 95-4558283 | Valuation (appraisals, etc.); Direct ... | $18,840 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 26 157 PARKSHORE DRIVE · FOLSOM, CA 95630 | Advisory (Participants) | $10,021 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $4,310 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,395 | $91,407+62.3% | $135,903+9.2% | $71,457+107.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 3.78% | 29.90%-26.1pp | 68.23%-64.5pp | 28.85%-25.1pp |
| Employer contribution / active EE | $21,782 | $3,703+488.2% | $4,856+348.5% | $2,588+741.8% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $282 | $1,266-77.7% | $10,762-97.4% | $1,587-82.2% |