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 |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 2000 21ST AVENUE NW · MINOT, ND 58703 | Sub-TA Fees | $4,180 |
GWN SECURITIES, INC3 years Filed as: GWN SECURITIES INC. Service code 15 11440 N. JOG RD. · PALM BEACH GARDENS, FL 33418 | Recordkeeping | $0 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 60 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Sub-TA Fees | $0 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 15 · EIN 31-1332744 6125 MEMORIAL DR · DUBLIN, OH 43017 | Recordkeeping | $0 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 15 · EIN 27-3169253 330 S POPLAR AVE · PIERRE, SD 57501 | Recordkeeping | $0 |
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 | $31,962 | $51,197-37.6% | $82,719-61.4% | $66,914-52.2% |
| Participation rate | 96.9% | 67.8%+29.1pp | 72.6%+24.4pp | 69.8%+27.1pp |
| Annual return | -13.52% | -9.64%-3.9pp | 701.18%-714.7pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,016 | $2,611+15.5% | $3,009+0.2% | $2,544+18.6% |
| Participant deferral / active EE | $2,946 | $3,458-14.8% | $4,395-33.0% | $4,237-30.5% |
| Admin fee / account holder | $279 | $416-32.8% | $5,329-94.8% | $593-52.9% |