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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,939 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 PO BOX 1159 · HARTFORD, CT 06144 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,821 | $56,485-33.0% | $185,823-79.6% | $86,799-56.4% |
| Participation rate | 74.5% | 65.5%+9.1pp | 81.7%-7.2pp | 72.3%+2.3pp |
| Annual return | 21.41% | 118.04%-96.6pp | 122.05%-100.6pp | 97.91%-76.5pp |
| Employer contribution / active EE | $1,241 | $1,843-32.6% | $5,167-76.0% | $2,405-48.4% |
| Participant deferral / active EE | $984 | $2,553-61.5% | $5,568-82.3% | $4,131-76.2% |
| Admin fee / account holder | $9 | $150-94.3% | $16,237-99.9% | $170-95.0% |