Filed December 28, 2017
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 |
|---|---|---|
VERUS1+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $61,752 |
DAVIS WRIGHT TREMAINE2+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $25,045 |
AON CONSULTING1+ years Service code 16 · EIN 22-2232264 | Consulting | $25,000 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,280 |
SWEENEY CONRAD, P.S.2+ years Service code 10 · EIN 91-1301672 | Accounting | $12,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $541,482 | $80,177+575.4% | $123,892+337.1% | $57,658+839.1% |
| Participation rate | 99.0% | 74.4%+24.5pp | 81.4%+17.6pp | 70.2%+28.8pp |
| Annual return | 11.34% | 17.90%-6.6pp | 47.52%-36.2pp | 5.13%+6.2pp |
| Employer contribution / active EE | $18,533 | $2,913+536.3% | $4,617+301.4% | $1,974+839.0% |
| Participant deferral / active EE | $15,233 | $5,130+196.9% | $5,984+154.6% | $3,061+397.7% |
| Admin fee / account holder | $356 | $106+235.3% | $8,357-95.7% | $95+277.1% |