Filed April 3, 2019 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
THIRTYNORTH INVESTMENTS, LLC4+ years Service code 27 1100 PYDRAS ST · NEW ORLEANS, LA 70163 | Advisory (Plan) | $57,623 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,675 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,873 | $79,523-15.9% | $140,016-52.2% | $56,287+18.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -8.10% | 2.39%-10.5pp | 651.12%-659.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $3,390 | $3,350+1.2% | $5,606-39.5% | $2,111+60.6% |
| Participant deferral / active EE | $3,726 | $5,129-27.3% | $6,927-46.2% | $3,350+11.2% |
| Admin fee / account holder | $405 | $614-34.1% | $10,705-96.2% | $521-22.3% |