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 | Claims processing; Recordkeeping and ... | $2,083 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 1159 · HARTFORD, CT 06144 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,737 | $46,292-27.1% | $143,757-76.5% | $64,808-47.9% |
| Participation rate | 78.1% | 64.2%+13.9pp | 80.3%-2.2pp | 71.5%+6.7pp |
| Annual return | -6.33% | -10.05%+3.7pp | -0.04%-6.3pp | 32.82%-39.1pp |
| Employer contribution / active EE | $1,278 | $1,910-33.1% | $4,951-74.2% | $2,506-49.0% |
| Participant deferral / active EE | $877 | $2,646-66.8% | $5,637-84.4% | $4,310-79.6% |
| Admin fee / account holder | $8 | $154-94.9% | $14,673-99.9% | $188-95.8% |