See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,428 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 2000 21ST AVENUE NW · MINOT, ND 58703 | Sub-TA Fees | $9,099 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
GWN SECURITIES, INC1 year Filed as: GWN SECURITIES INC. Service code 15 · EIN 65-0939556 11440 N. JOG RD. · PALM BEACH GARDENS, FL 33418 | Recordkeeping | $0 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 60 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Sub-TA Fees | $0 |
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 | $33,146 | $52,670-37.1% | $90,404-63.3% | $73,409-54.8% |
| Participation rate | 95.7% | 67.7%+28.0pp | 72.7%+23.0pp | 72.2%+23.5pp |
| Annual return | 10.32% | 20.70%-10.4pp | 1293.02%-1282.7pp | 59.29%-49.0pp |
| Employer contribution / active EE | $1,953 | $1,872+4.4% | $3,262-40.1% | $2,234-12.6% |
| Participant deferral / active EE | $1,732 | $2,807-38.3% | $3,963-56.3% | $3,805-54.5% |
| Admin fee / account holder | $89 | $117-23.5% | $5,611-98.4% | $158-43.4% |