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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: WEALTHHARBOR CAPITAL GROUP Service code 38 · EIN 72-1442258 433 METAIRIE ROAD SUITE 500 · METAIRIE, LA 70005 | Participant Communication | $22,176 |
Filed as: LYNETTE LAVIE BURAS & ASSOC. LLV Service code 51 · EIN 58-2678386 POST OFFICE BOX 19223 · NEW ORLEANS, LA 70179 | Investment Mgmt Fees | $2,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,574 | $76,670-36.6% | $96,683-49.8% | $71,457-32.0% |
| Participation rate | 91.6% | 66.6%+25.0pp | 74.3%+17.3pp | 67.9%+23.7pp |
| Annual return | 29.92% | 48.29%-18.4pp | 35.69%-5.8pp | 28.85%+1.1pp |
| Employer contribution / active EE | $3,545 | $3,031+17.0% | $3,737-5.1% | $2,588+37.0% |
| Participant deferral / active EE | $5,599 | $3,771+48.5% | $4,878+14.8% | $4,289+30.5% |
| Admin fee / account holder | $236 | $2,028-88.4% | $6,730-96.5% | $1,587-85.2% |