Filed August 5, 2021 (most recent of 5 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $239,670 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $3,450 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $220 |
Filed as: VOYA Service code 15 · EIN 71-0294708 | Recordkeeping | $105 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $78,860 | $56,095+40.6% | $178,490-55.8% | $90,288-12.7% |
| Participation rate | 96.1% | 65.6%+30.5pp | 81.9%+14.2pp | 73.4%+22.7pp |
| Annual return | 17.22% | 28.81%-11.6pp | 151.07%-133.8pp | 53.97%-36.7pp |
| Employer contribution / active EE | $2,809 | $1,572+78.6% | $5,011-43.9% | $2,524+11.3% |
| Participant deferral / active EE | $6,029 | $2,669+125.9% | $5,202+15.9% | $4,232+42.4% |
| Admin fee / account holder | $52 | $101-47.9% | $13,984-99.6% | $114-54.1% |