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 |
|---|---|---|
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $286,971 |
Filed as: VOYA Service code 15 · EIN 71-0294708 | Recordkeeping | $105 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $14 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,462 | $45,000+58.8% | $143,757-50.3% | $77,904-8.3% |
| Participation rate | 96.2% | 66.8%+29.4pp | 80.3%+15.9pp | 73.7%+22.5pp |
| Annual return | -16.45% | 29.03%-45.5pp | -0.04%-16.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $4,650 | $1,870+148.8% | $4,951-6.1% | $2,848+63.3% |
| Participant deferral / active EE | $6,864 | $3,157+117.4% | $5,637+21.8% | $4,806+42.8% |
| Admin fee / account holder | $54 | $98-44.7% | $14,673-99.6% | $133-58.9% |