Filed May 19, 2017
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 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 46206 | Recordkeeping | $26,743 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,258 | $64,119-31.0% | $112,228-60.6% | $66,914-33.9% |
| Participation rate | 76.0% | 68.5%+7.6pp | 75.1%+1.0pp | 69.8%+6.2pp |
| Annual return | -17.58% | -13.81%-3.8pp | 27.45%-45.0pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,956 | $3,005-1.6% | $3,635-18.7% | $2,544+16.2% |
| Participant deferral / active EE | $4,790 | $3,693+29.7% | $4,728+1.3% | $4,237+13.1% |
| Admin fee / account holder | $58 | $625-90.8% | $6,410-99.1% | $593-90.3% |