Filed May 4, 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 |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.1+ years Filed as: THE HOWARD E. NYHART COMPANY, INC. Service code 15 · EIN 35-0966414 | Recordkeeping | $30,914 |
WELLS FARGO BANK, N.A.1+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $17,443 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,422 | $70,002-35.1% | $115,037-60.5% | $52,331-13.2% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.1pp | 68.1%+31.4pp |
| Annual return | 1.71% | 4.04%-2.3pp | 26.14%-24.4pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,691 | $2,715-37.7% | $4,608-63.3% | $1,882-10.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $259 | $566-54.2% | $8,175-96.8% | $592-56.1% |