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 | $50,525 |
EUSTIS BENEFITS LLC5 years Service code 49 · EIN 72-1297371 | Other Services | $2,816 |
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 | $119,901 | $52,279+129.3% | $89,391+34.1% | $79,858+50.1% |
| Participation rate | 95.7% | 57.5%+38.1pp | 68.0%+27.7pp | 69.6%+26.0pp |
| Annual return | 22.46% | 22.16%+0.3pp | 245.62%-223.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $4,272 | $1,572+171.8% | $2,586+65.2% | $2,471+72.9% |
| Participant deferral / active EE | $8,474 | $2,740+209.2% | $3,890+117.8% | $3,740+126.6% |
| Admin fee / account holder | $468 | $3,356-86.1% | $4,881-90.4% | $5,306-91.2% |