Filed June 25, 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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.1+ years Service code 27 · EIN 38-3462761 | Advisory (Plan) | $44,354 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $28,800 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 15 · EIN 42-1558009 | Recordkeeping | $12,786 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,575 | $44,059-26.1% | $71,671-54.5% | $69,631-53.2% |
| Participation rate | 98.0% | 60.8%+37.3pp | 68.7%+29.3pp | 70.7%+27.4pp |
| Annual return | 18.13% | 21.97%-3.8pp | 20.65%-2.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,690 | $1,305+29.5% | $2,460-31.3% | $2,032-16.8% |
| Participant deferral / active EE | $4,095 | $2,370+72.8% | $3,438+19.1% | $3,224+27.0% |
| Admin fee / account holder | $99 | $108-8.1% | $5,558-98.2% | $110-10.4% |