Filed October 10, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 37 · EIN 04-2647786 | Loan Processing | $45,282 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $43,874 |
PORTER & HUNT, LLP7 years Filed as: PORTER & HUNT , LLP Service code 10 · EIN 26-0526155 | Accounting | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,267 | $46,292-36.8% | $143,757-79.6% | $64,808-54.8% |
| Participation rate | 95.9% | 64.2%+31.7pp | 80.3%+15.6pp | 71.5%+24.4pp |
| Annual return | -16.39% | -10.05%-6.3pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,357 | $1,910+23.4% | $4,951-52.4% | $2,506-5.9% |
| Participant deferral / active EE | $3,190 | $2,646+20.6% | $5,637-43.4% | $4,310-26.0% |
| Admin fee / account holder | $189 | $154+22.7% | $14,673-98.7% | $188+0.5% |