Filed July 17, 2017 (most recent of 3 filings on file)
No plan names extracted from this filing.
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 6-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 |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $35,138 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $34,788 |
Filed as: CHARTWELL Service code 34 · EIN 26-4038273 | Valuation (appraisals, etc.); Direct ... | $12,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY (SQUAR MILNER) Service code 10 · EIN 39-0859910 | Accounting | $5,292 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,952 | $39,948-5.0% | $89,391-57.5% | $73,409-48.3% |
| Participation rate | 85.9% | 50.4%+35.5pp | 68.0%+17.9pp | 72.2%+13.7pp |
| Annual return | 0.51% | 50.12%-49.6pp | 245.62%-245.1pp | 59.29%-58.8pp |
| Employer contribution / active EE | $9,354 | $1,200+679.6% | $2,586+261.8% | $2,234+318.8% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $418 | $134+211.4% | $4,881-91.4% | $158+164.7% |