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 | $45,873 |
EUSTIS BENEFITS LLC4 years Service code 49 · EIN 72-1297371 | Other Services | $2,969 |
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 | $90,641 | $48,046+88.7% | $84,611+7.1% | $72,985+24.2% |
| Participation rate | 96.5% | 57.6%+38.9pp | 68.2%+28.2pp | 69.5%+27.0pp |
| Annual return | 21.84% | 37.38%-15.5pp | 258.74%-236.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,166 | $1,602+97.6% | $2,652+19.4% | $2,440+29.7% |
| Participant deferral / active EE | $6,315 | $2,680+135.6% | $3,899+62.0% | $3,607+75.0% |
| Admin fee / account holder | $382 | $3,395-88.7% | $4,912-92.2% | $5,124-92.5% |