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 |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 52-6435649 | Advisory (Plan) | $133,663 |
ASPIRE FINANCIAL SERVICES4 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $87,196 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY Service code 36 · EIN 75-3182674 | Copying and duplicating; Participant ... | $8,612 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN SOLUTIONS FOR BUSINESS Service code 18 31 EAST MINNESOTA AVENUE · GLENWOOD, MA 56334 | Custodial (other than securities); Tr... | $5,582 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,676 | $95,776-64.8% | $162,163-79.2% | $77,787-56.7% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 21.12% | 37.03%-15.9pp | 115.59%-94.5pp | 32.57%-11.5pp |
| Employer contribution / active EE | $4,672 | $3,874+20.6% | $5,614-16.8% | $2,504+86.5% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $257 | $88+193.3% | $10,843-97.6% | $100+157.0% |