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 |
|---|---|---|
Service code 64 · EIN 75-1983809 P O BOX 889 · ALLEN, TX 750130014 | Recordkeeping Fees | $201,150 |
CONDLEY AND COMPANY, LLP1 year Service code 10 · EIN 75-1056027 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,196 | $82,546+57.7% | $140,016-7.0% | $75,289+72.9% |
| Participation rate | 91.9% | 88.4%+3.6pp | 87.5%+4.4pp | 72.4%+19.5pp |
| Annual return | 6.62% | -0.36%+7.0pp | 651.12%-644.5pp | -0.04%+6.7pp |
| Employer contribution / active EE | $7,940 | $3,856+105.9% | $5,606+41.6% | $2,405+230.2% |
| Participant deferral / active EE | $3,666 | $5,731-36.0% | $6,927-47.1% | $3,739-1.9% |
| Admin fee / account holder | $230 | $86+167.8% | $10,705-97.9% | $102+124.5% |