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, LLC7+ years Service code 27 1100 PYDRAS ST · NEW ORLEANS, LA 70163 | Advisory (Plan) | $77,925 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,905 |
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 | $106,154 | $121,341-12.5% | $189,513-44.0% | $79,386+33.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 16.11% | 21.08%-5.0pp | 555.15%-539.0pp | 116.85%-100.7pp |
| Employer contribution / active EE | $3,947 | $3,915+0.8% | $6,162-35.9% | $2,427+62.6% |
| Participant deferral / active EE | $4,504 | $6,395-29.6% | $8,221-45.2% | $4,046+11.3% |
| Admin fee / account holder | $507 | $651-22.2% | $12,045-95.8% | $626-19.1% |