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 | $5,401 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 49 · EIN 04-1590850 | Other Services | $2,570 |
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 |
PREFERRED PENSION PLANNING4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,353 | $63,442-80.5% | $68,791-82.0% | $66,914-81.5% |
| Participation rate | 83.2% | 60.0%+23.3pp | 69.0%+14.2pp | 69.8%+13.4pp |
| Annual return | -9.66% | -8.29%-1.4pp | -6.38%-3.3pp | 1.58%-11.2pp |
| Employer contribution / active EE | $1,709 | $1,775-3.7% | $2,655-35.7% | $2,544-32.8% |
| Participant deferral / active EE | $2,918 | $2,945-0.9% | $3,941-26.0% | $4,237-31.1% |
| Admin fee / account holder | $50 | $577-91.4% | $4,932-99.0% | $593-91.6% |