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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $19,859 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 7676 HAZARD CENTER DRIVE, #1300 · SAN DIEGO, CA 92108 | Accounting | $9,000 |
HOWARD SIMON & ASSOCIATES, INC.6+ years Filed as: THE HOWARD E. NYHART COMPANY, INC. Service code 15 · EIN 35-0966414 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $30,785 | $100,801-69.5% | $149,696-79.4% | $73,409-58.1% |
| Participation rate | 98.1% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 2.01% | 265.34%-263.3pp | 276.60%-274.6pp | 59.29%-57.3pp |
| Employer contribution / active EE | $1,859 | $3,312-43.9% | $4,644-60.0% | $2,234-16.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $97 | $181-46.4% | $9,309-99.0% | $158-38.7% |