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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 27 · EIN 04-1590850 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,000 |
HOLMAN FRENIA ALLISON PC1 year Filed as: HOLMAN FRENIA ALLISON, P.C. Service code 10 · EIN 22-3480145 | Accounting | $9,420 |
NERAL & COMPANY, PA4 years Service code 10 · EIN 22-2321692 | Accounting | $7,383 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,295 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,688 | $46,292+18.1% | $143,757-62.0% | $64,808-15.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.26% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $8 | $1,910-99.6% | $4,951-99.8% | $2,506-99.7% |
| Participant deferral / active EE | $7,112 | $2,646+168.8% | $5,637+26.2% | $4,310+65.0% |
| Admin fee / account holder | $87 | $154-43.7% | $14,673-99.4% | $188-53.9% |