Filed January 23, 2019 (most recent of 2 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 |
|---|---|---|
LEVERAGE RETIREMENT, INC.7 years Service code 64 · EIN 75-1983809 P O BOX 889 · ALLEN, TX 750130014 | Recordkeeping Fees | $231,979 |
CONDLEY AND COMPANY, LLP7 years Service code 10 · EIN 75-1056027 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,014 | $122,693+23.1% | $184,203-18.0% | $199,593-24.3% |
| Participation rate | 86.4% | 86.8%-0.4pp | 86.8%-0.4pp | 72.0%+14.4pp |
| Annual return | 14.58% | 143.91%-129.3pp | 28.81%-14.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $9,055 | $4,584+97.5% | $6,427+40.9% | $3,034+198.4% |
| Participant deferral / active EE | $4,444 | $7,990-44.4% | $9,131-51.3% | $5,087-12.6% |
| Admin fee / account holder | $143 | $121+18.9% | $13,901-99.0% | $269-46.7% |