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.7+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $33,070 |
HOWARD SIMON & ASSOCIATES, INC.7+ years Filed as: THE HOWARD E. NYHART COMPANY, INC. Service code 15 · EIN 35-0966414 | Recordkeeping | $23,050 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 7676 HAZARD CENTER DRIVE, #1300 · SAN DIEGO, CA 92108 | Accounting | $4,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,468 | $104,317-63.1% | $159,436-75.9% | $86,799-55.7% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.8%+16.4pp | 72.3%+27.0pp |
| Annual return | 30.59% | 26.32%+4.3pp | 263.57%-233.0pp | 97.91%-67.3pp |
| Employer contribution / active EE | $2,856 | $3,451-17.2% | $4,829-40.9% | $2,405+18.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $187 | $172+8.3% | $10,799-98.3% | $170+10.0% |