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 |
|---|---|---|
Filed as: MASS MUTUAL Service code 27 · EIN 04-1590850 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,000 |
NERAL & COMPANY, PA2 years Service code 10 · EIN 22-2321692 | Accounting | $16,435 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $4,495 |
FORT NASSAU GRAPHICS1 year Service code 38 · EIN 21-0695484 | Participant Communication | $949 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 NO. COMMUNITY HOUSE · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 72 · EIN 22-1211670 | Other investment fees and expenses | $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.
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 | $57,681 | $52,293+10.3% | $178,490-67.7% | $73,409-21.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 16.04% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,794 | $2,332+191.3% | $5,202+30.6% | $3,805+78.5% |
| Admin fee / account holder | $86 | $127-32.7% | $13,984-99.4% | $158-45.7% |