Filed March 23, 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 |
|---|---|---|
SELDEN FOX, LTD.1 year Service code 99 · EIN 11-1000111 | Other Fees | $5,623 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,880 |
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 | $88,482 | $37,591+135.4% | $90,645-2.4% | $55,725+58.8% |
| Participation rate | 79.4% | 66.4%+13.0pp | 74.0%+5.4pp | 70.9%+8.6pp |
| Annual return | -6.19% | -3.20%-3.0pp | 1.88%-8.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,998 | $1,302+130.3% | $2,532+18.4% | $2,078+44.3% |
| Participant deferral / active EE | $7,967 | $2,643+201.4% | $3,425+132.6% | $3,356+137.4% |
| Admin fee / account holder | $51 | $100-49.2% | $4,994-99.0% | $115-55.9% |