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 15 · EIN 13-3689044 | Recordkeeping | $12,042 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 27 · EIN 39-1897480 | Advisory (Plan) | $9,223 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $741 |
SUNTRUST BANKS, INC.4 years Filed as: BRANCH BANKING AND TRUST Service code 52 | Indirect Investment Fees | $0 |
Filed as: DAVID G LEONARD & ASSOC. Service code 15 · EIN 20-8305664 | Recordkeeping | $0 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,513 | $65,376+7.9% | $87,100-19.0% | $65,185+8.2% |
| Participation rate | 87.6% | 75.3%+12.3pp | 76.9%+10.7pp | 70.2%+17.4pp |
| Annual return | 19.29% | 31.27%-12.0pp | 28.19%-8.9pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,393 | $1,822-23.6% | $2,521-44.8% | $2,177-36.0% |
| Participant deferral / active EE | $4,080 | $3,388+20.4% | $4,049+0.8% | $3,514+16.1% |
| Admin fee / account holder | $261 | $520-49.8% | $7,497-96.5% | $847-69.2% |