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 |
|---|---|---|
SIENA CAPITAL LLC1 year Service code 99 · EIN 20-8980407 | Other Fees | $14,505 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,208 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW FINANCLAL INVST MGMT, INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Recordkeeping | $0 |
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 | $44,421 | $89,355-50.3% | $141,162-68.5% | $72,985-39.1% |
| Participation rate | 90.4% | 75.1%+15.3pp | 82.5%+7.9pp | 69.5%+20.9pp |
| Annual return | 43.01% | 111.85%-68.8pp | 71.39%-28.4pp | 81.00%-38.0pp |
| Employer contribution / active EE | $4,349 | $3,114+39.7% | $4,735-8.1% | $2,440+78.3% |
| Participant deferral / active EE | $9,309 | $5,418+71.8% | $6,709+38.7% | $3,607+158.0% |
| Admin fee / account holder | $25 | $5,958-99.6% | $10,261-99.8% | $5,124-99.5% |