Filed December 8, 2016
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 |
|---|---|---|
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER SECURITIES, LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $20,791 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,807 |
PENSION ASSURANCE LLP3 years Filed as: PENSION SPECIALISTS LTD Service code 49 | Other Services | $4,633 |
PENSION ASSURANCE LLP3 years Filed as: PENSION SPECIALISTS Service code 49 · EIN 36-3592542 | Other Services | $3,894 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,085 | $65,908-66.5% | $81,812-73.0% | $77,643-71.6% |
| Participation rate | 98.6% | 65.8%+32.8pp | 72.3%+26.3pp | 70.6%+28.1pp |
| Annual return | 14.29% | 26.64%-12.4pp | 773.79%-759.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $651 | $2,370-72.5% | $2,912-77.7% | $2,726-76.1% |
| Participant deferral / active EE | $3,546 | $3,505+1.2% | $4,319-17.9% | $4,647-23.7% |
| Admin fee / account holder | $222 | $526-57.9% | $7,386-97.0% | $430-48.5% |