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 | $79,336 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 16-1004825 | Recordkeeping and information managem... | $719 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,817 | $50,815-47.2% | $155,509-82.8% | $77,643-65.5% |
| Participation rate | 95.0% | 63.1%+31.9pp | 78.2%+16.8pp | 70.6%+24.4pp |
| Annual return | 15.66% | 34.80%-19.1pp | 64.67%-49.0pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,501 | $1,993-24.7% | $4,672-67.9% | $2,726-44.9% |
| Participant deferral / active EE | $2,564 | $2,822-9.2% | $5,626-54.4% | $4,647-44.8% |
| Admin fee / account holder | $109 | $437-75.0% | $15,912-99.3% | $430-74.6% |