Filed October 30, 2020
Total covered: 11 employees
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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $58,709 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 16-1004825 | Claims processing; Account maintenanc... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,440 | $46,292-51.5% | $143,757-84.4% | $64,808-65.4% |
| Participation rate | 93.3% | 64.2%+29.1pp | 80.3%+13.0pp | 71.5%+21.9pp |
| Annual return | -15.75% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,444 | $1,910-24.4% | $4,951-70.8% | $2,506-42.4% |
| Participant deferral / active EE | $2,022 | $2,646-23.6% | $5,637-64.1% | $4,310-53.1% |
| Admin fee / account holder | $48 | $154-68.9% | $14,673-99.7% | $188-74.5% |