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, LLC6+ years Service code 27 1100 PYDRAS ST · NEW ORLEANS, LA 70163 | Advisory (Plan) | $61,095 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,038 |
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 | $90,593 | $136,307-33.5% | $177,821-49.1% | $73,488+23.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 11.66% | 18.68%-7.0pp | 48.32%-36.7pp | 28.51%-16.8pp |
| Employer contribution / active EE | $3,697 | $3,712-0.4% | $5,918-37.5% | $2,270+62.9% |
| Participant deferral / active EE | $4,104 | $5,829-29.6% | $7,714-46.8% | $3,740+9.7% |
| Admin fee / account holder | $429 | $596-28.0% | $12,427-96.6% | $513-16.5% |