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, LLC8+ years Service code 27 1100 PYDRAS ST · NEW ORLEANS, LA 70163 | Advisory (Plan) | $78,153 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,740 |
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 | $89,303 | $102,553-12.9% | $151,611-41.1% | $66,914+33.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.38% | -10.82%-6.6pp | 3.33%-20.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $4,186 | $4,180+0.1% | $6,166-32.1% | $2,544+64.5% |
| Participant deferral / active EE | $5,041 | $6,641-24.1% | $8,363-39.7% | $4,237+19.0% |
| Admin fee / account holder | $510 | $630-19.1% | $11,616-95.6% | $593-14.1% |