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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,381 |
Filed as: MASS MUTUAL Service code 27 · EIN 04-1590850 | Advisory (Plan) | $18,750 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 NO. COMMUNITY HOUSE · CHARLOTTE, NC 28277 | Recordkeeping Fees | $13,508 |
NERAL & COMPANY, PA1 year Service code 10 · EIN 22-2321692 | Accounting | $12,902 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,367 |
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.
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 | $49,150 | $62,928-21.9% | $172,739-71.5% | $67,579-27.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 22.89% | 30.36%-7.5pp | 802.84%-780.0pp | 378.56%-355.7pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,501 | $2,145+203.1% | $5,198+25.1% | $3,539+83.7% |
| Admin fee / account holder | $92 | $167-45.0% | $13,954-99.3% | $142-35.6% |