Filed February 20, 2018
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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 N.COMMUNITY HOUSE · CHARLOTTE, NC 28277 | Recordkeeping Fees | $55,503 |
SHERMAN & HOWARD1 year Filed as: SHERMAN WELLS SYLVESTER & STAMELMAN Service code 29 210 PARK AVENUE, 2ND FL · FLORHAM PARK, NJ 07932 | Legal | $10,532 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP, LLC Service code 27 12 BROAD STREET, 5TH FL · RED BANK, NJ 07701 | Advisory (Plan) | $6,438 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,985 | $44,989-46.7% | $170,442-85.9% | $77,958-69.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 14.01% | 19.61%-5.6pp | 205.93%-191.9pp | 20.87%-6.9pp |
| Employer contribution / active EE | $3,013 | $1,466+105.5% | $5,433-44.5% | $2,310+30.4% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $44 | $69-36.2% | $13,880-99.7% | $97-54.8% |