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.4+ years Filed as: THE HOWARD E. NYHART COMPANY, INC. Service code 15 · EIN 35-0966414 | Recordkeeping | $26,786 |
WELLS FARGO BANK, N.A.4+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $19,777 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 7676 HAZARD CENTER DRIVE, #1300 · SAN DIEGO, CA 92108 | Accounting | $6,400 |
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 | $38,374 | $73,102-47.5% | $123,544-68.9% | $56,287-31.8% |
| Participation rate | 98.8% | 74.3%+24.5pp | 82.3%+16.5pp | 69.9%+28.9pp |
| Annual return | 0.14% | 3.01%-2.9pp | 119.20%-119.1pp | -9.96%+10.1pp |
| Employer contribution / active EE | $1,215 | $2,977-59.2% | $4,628-73.8% | $2,111-42.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $209 | $554-62.3% | $9,284-97.8% | $521-60.0% |