Filed May 14, 2019 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $34,068 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,085 | $137,414-54.8% | $189,513-67.2% | $85,850-27.7% |
| Participation rate | 91.3% | 84.6%+6.6pp | 87.8%+3.4pp | 69.3%+21.9pp |
| Annual return | 13.29% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,323 | $4,344-23.5% | $6,162-46.1% | $2,565+29.5% |
| Participant deferral / active EE | $4,811 | $6,260-23.1% | $8,221-41.5% | $3,952+21.8% |
| Admin fee / account holder | $365 | $8,630-95.8% | $12,045-97.0% | $6,260-94.2% |