Filed September 18, 2018 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,848 |
EUSTIS BENEFITS LLC3 years Service code 49 · EIN 72-1297371 | Other Services | $2,614 |
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 | $73,742 | $42,383+74.0% | $76,523-3.6% | $64,186+14.9% |
| Participation rate | 91.7% | 58.1%+33.5pp | 68.0%+23.7pp | 69.6%+22.1pp |
| Annual return | -7.25% | -16.54%+9.3pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,016 | $1,563+92.9% | $2,647+13.9% | $2,381+26.7% |
| Participant deferral / active EE | $5,698 | $2,566+122.0% | $3,835+48.6% | $3,470+64.2% |
| Admin fee / account holder | $344 | $3,198-89.3% | $4,848-92.9% | $4,888-93.0% |