Filed September 27, 2018
Total covered: 42 employees
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 |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $57,070 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $51,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,058 | $131,799+76.1% | $200,582+15.7% | $85,563+171.2% |
| Participation rate | 89.1% | 87.9%+1.2pp | 86.9%+2.2pp | 66.0%+23.2pp |
| Annual return | 19.99% | 21.59%-1.6pp | 42.33%-22.3pp | 31.51%-11.5pp |
| Employer contribution / active EE | $13,888 | $4,532+206.4% | $6,419+116.4% | $2,654+423.4% |
| Participant deferral / active EE | $13,806 | $7,702+79.3% | $9,331+48.0% | $4,375+215.6% |
| Admin fee / account holder | $16 | $235-93.0% | $16,305-99.9% | $834-98.0% |