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 | $56,781 |
EUSTIS BENEFITS LLC6 years Service code 49 · EIN 72-1297371 | Other Services | $1,720 |
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 | $124,857 | $56,114+122.5% | $96,139+29.9% | $85,850+45.4% |
| Participation rate | 91.0% | 56.7%+34.3pp | 68.4%+22.6pp | 69.3%+21.7pp |
| Annual return | 13.25% | 42.30%-29.1pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $4,074 | $1,620+151.6% | $2,797+45.7% | $2,565+58.8% |
| Participant deferral / active EE | $8,165 | $2,859+185.5% | $4,349+87.7% | $3,952+106.6% |
| Admin fee / account holder | $562 | $3,768-85.1% | $5,537-89.8% | $6,260-91.0% |