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 |
|---|---|---|
NERAL & COMPANY, PA1 year Filed as: NERAL AND COMPANY Service code 10 · EIN 22-2321692 PO BOX 1727 · WALL, NJ 07719 | Accounting | $27,001 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 27 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $18,750 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 12 BROAD STREET, 5TH FL · RED BANK, NJ 077011014 | Advisory (Plan) | $18,750 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 N.COMMUNITY HOUSE · CHARLOTTE, NC 28277 | Recordkeeping Fees | $15,848 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,720 |
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 | $25,785 | $47,456-45.7% | $172,739-85.1% | $77,787-66.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 18.35% | 35.57%-17.2pp | 802.84%-784.5pp | 32.57%-14.2pp |
| Employer contribution / active EE | $2,600 | $1,574+65.2% | $5,143-49.5% | $2,504+3.8% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $50 | $81-38.2% | $13,954-99.6% | $100-50.1% |