Filed January 23, 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 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 |
|---|---|---|
ALLIANCE BENEFIT GROUP10+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $28,422 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $8,827 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 19 TWO DESTINY WAY · WEST LAKE, TX 76262 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,615 | $86,944+194.0% | $107,525+137.7% | $74,304+244.0% |
| Participation rate | 98.3% | 59.6%+38.7pp | 75.1%+23.2pp | 60.3%+37.9pp |
| Annual return | 10.07% | 23.52%-13.4pp | 181.32%-171.2pp | 29.43%-19.4pp |
| Employer contribution / active EE | $8,232 | $2,757+198.6% | $3,754+119.3% | $2,241+267.3% |
| Participant deferral / active EE | $17,030 | $3,554+379.2% | $5,116+232.9% | $3,767+352.1% |
| Admin fee / account holder | $128 | $3,727-96.6% | $8,919-98.6% | $2,969-95.7% |