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 5-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: FIRST HEARTLAND CAPITAL, INC. Service code 17 1839 LAKE SAINT LOUIS BLVD · LAKE ST LOUIS, MO 633671394 | Pension Consulting | $7,998 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $7,855 |
UNIVERSAL MAILING SERVICE2 years Filed as: UNIVERSAL RETIREMENT SOLUTIONS, INC Service code 13 8009 34TH AVE S., SUITE 320 · BLOOMINGTON, MN 55425 | Contract Administrator | $5,460 |
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).
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 | $12,070 | $69,305-82.6% | $82,313-85.3% | $69,631-82.7% |
| Participation rate | 83.0% | 80.3%+2.7pp | 76.9%+6.1pp | 70.7%+12.3pp |
| Annual return | 30.37% | 21.47%+8.9pp | 25.88%+4.5pp | 27571.02%-27540.6pp |
| Employer contribution / active EE | $969 | $1,887-48.6% | $2,428-60.1% | $2,032-52.3% |
| Participant deferral / active EE | $2,321 | $3,568-35.0% | $3,706-37.4% | $3,224-28.0% |
| Admin fee / account holder | $62 | $97-36.2% | $5,608-98.9% | $110-43.9% |