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 9-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 |
|---|---|---|
Service code 37 · EIN 27-0293282 12276 SAN JOSE BLVD. · JACKSONVILLE, FL 32223 | Loan Processing | $1,690 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,120 |
Filed as: ENVESTNET Service code 28 · EIN 61-1732930 35 EAST WACKER DR · CHICAGO, IL 60601 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INV MGT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: PREFERRED PRODUCT NETWORK INC Service code 27 · EIN 42-1255850 711 HIGH STREET · DES MONINES, IA 503924540 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,156 | $55,706-67.4% | $75,886-76.1% | $72,985-75.1% |
| Participation rate | 70.3% | 61.1%+9.2pp | 69.3%+1.0pp | 69.5%+0.8pp |
| Annual return | 13.59% | 27.59%-14.0pp | 30.76%-17.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,449 | $2,634-7.0% | $3,603-32.0% | $3,607-32.1% |
| Admin fee / account holder | $36 | $3,978-99.1% | $5,418-99.3% | $5,124-99.3% |