Filed September 29, 2017 (most recent of 2 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 |
|---|---|---|
Filed as: NEILSON INSURANCE GROUP, INC Service code 99 · EIN 77-0507280 P.O. BOX 6549 · THOUSAND OAKDS, CA 91359 | Other Fees | $83,476 |
TRUONG-RYDING COMPANY1 year Service code 49 · EIN 95-2454902 2659 TOWNSGATE RD, STE 101 · WESTLAKE VILLAGE, CA 91361 | Other Services | $54,056 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 7337 E. DOUBLETREE RANCH RD · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $40,522 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 99 · EIN 95-2454902 | Other Fees | $34,000 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 7337 E. DOUBLETREE RANCH RD · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $17,784 |
Filed as: HOLTHOUSE CARLIN AND VAN TRIGT Service code 99 · EIN 11-1000111 400 W. VENTURA BLVD, STE 250 · CAMARILLO, CA 93010 | Other Fees | $12,000 |
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 | $136,186 | $87,125+56.3% | $108,410+25.6% | $86,799+56.9% |
| Participation rate | 95.3% | 80.5%+14.8pp | 80.1%+15.2pp | 72.3%+23.0pp |
| Annual return | 13.80% | 25.21%-11.4pp | 905.27%-891.5pp | 97.91%-84.1pp |
| Employer contribution / active EE | $3,799 | $2,477+53.3% | $3,558+6.8% | $2,405+57.9% |
| Participant deferral / active EE | $8,335 | $6,944+20.0% | $6,563+27.0% | $4,131+101.8% |
| Admin fee / account holder | $247 | $130+90.0% | $7,295-96.6% | $170+45.9% |