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 | $62,942 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $380 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 16-1004825 | Recordkeeping and information managem... | $98 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,370 | $47,126-48.3% | $149,673-83.7% | $74,419-67.3% |
| Participation rate | 92.1% | 63.4%+28.7pp | 78.8%+13.3pp | 70.7%+21.3pp |
| Annual return | 18.21% | 22.75%-4.5pp | 134.42%-116.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,385 | $1,905-27.3% | $4,818-71.3% | $2,637-47.5% |
| Participant deferral / active EE | $2,233 | $2,728-18.1% | $5,680-60.7% | $4,528-50.7% |
| Admin fee / account holder | $45 | $343-86.8% | $13,210-99.7% | $348-87.0% |