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, LLC5+ years Service code 27 1100 PYDRAS ST · NEW ORLEANS, LA 70163 | Advisory (Plan) | $58,110 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,688 | $98,982-20.5% | $162,163-51.5% | $65,185+20.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 19.43% | 24.84%-5.4pp | 115.59%-96.2pp | 29.38%-10.0pp |
| Employer contribution / active EE | $3,436 | $3,467-0.9% | $5,614-38.8% | $2,177+57.8% |
| Participant deferral / active EE | $3,824 | $5,384-29.0% | $7,298-47.6% | $3,514+8.8% |
| Admin fee / account holder | $390 | $596-34.6% | $10,843-96.4% | $847-54.0% |