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 | $3,534 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,981 |
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: MILLENNIUM TRUST Service code 49 · EIN 36-4400066 | Other Services | $0 |
PREFERRED PENSION PLANNING3 years Filed as: PREFERRED PRODUCT NETWORK INC Service code 27 · EIN 42-1255850 711 HIGH STREET · DES MONINES, IA 503924540 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,031 | $60,776-76.9% | $85,682-83.6% | $79,386-82.3% |
| Participation rate | 81.0% | 62.1%+18.9pp | 69.9%+11.2pp | 70.7%+10.3pp |
| Annual return | 22.81% | 16.57%+6.2pp | 21.49%+1.3pp | 116.85%-94.0pp |
| Employer contribution / active EE | $1,702 | $1,663+2.4% | $2,618-35.0% | $2,427-29.9% |
| Participant deferral / active EE | $3,001 | $2,919+2.8% | $3,923-23.5% | $4,046-25.8% |
| Admin fee / account holder | $51 | $438-88.4% | $6,873-99.3% | $626-91.9% |