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 7-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 04-1590850 | Recordkeeping | $310 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $15 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 49 · EIN 41-0973005 | Other Services | $0 |
UNITED BENEFIT PENSIONS INC.1+ years Service code 49 · EIN 36-4517541 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $36,408 | $50,464-27.9% | $75,781-52.0% | $52,331-30.4% |
| Participation rate | 33.3% | 66.8%-33.4pp | 75.8%-42.5pp | 68.1%-34.8pp |
| Annual return | -0.64% | 1.03%-1.7pp | 9.68%-10.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $199 | $1,988-90.0% | $3,323-94.0% | $1,882-89.4% |
| Participant deferral / active EE | $1,209 | $2,570-53.0% | $3,651-66.9% | $3,022-60.0% |
| Admin fee / account holder | $5 | $1,103-99.5% | $5,299-99.9% | $592-99.2% |