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: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $108,286 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $57,226 |
EMPLOYEE BENEFITS GROUP, LLC6+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $25,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,341 |
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 | $35,811 | $43,466-17.6% | $90,951-60.6% | $90,288-60.3% |
| Participation rate | 78.8% | 62.5%+16.4pp | 69.0%+9.8pp | 73.4%+5.5pp |
| Annual return | 13.41% | 25.26%-11.8pp | 134.60%-121.2pp | 53.97%-40.6pp |
| Employer contribution / active EE | $312 | $840-62.8% | $2,122-85.3% | $2,524-87.6% |
| Participant deferral / active EE | $2,170 | $2,138+1.5% | $3,373-35.7% | $4,232-48.7% |
| Admin fee / account holder | $137 | $92+48.9% | $5,959-97.7% | $114+19.9% |