Filed January 26, 2018
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 8-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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $33,386 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,450 |
PEGGY S. EDGE, CPA, LLC3 years Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $17,000 |
Filed as: CRESCENDO RETIREMENT PLAN ADVISORS, Service code 15 · EIN 99-2772395 | Recordkeeping | $6,459 |
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 | $55,371 | $52,406+5.7% | $129,207-57.1% | $74,495-25.7% |
| Participation rate | 95.8% | 53.8%+42.0pp | 69.6%+26.2pp | 67.2%+28.6pp |
| Annual return | 11.88% | 15.66%-3.8pp | 9417.33%-9405.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,865 | $1,531+21.8% | $4,153-55.1% | $2,623-28.9% |
| Participant deferral / active EE | $4,073 | $2,794+45.7% | $4,168-2.3% | $4,346-6.3% |
| Admin fee / account holder | $348 | $2,633-86.8% | $7,715-95.5% | $1,942-82.1% |