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 |
|---|---|---|
MONNIER & CO1 year Service code 10 · EIN 34-1236295 | Accounting | $9,900 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,162 |
Filed as: BRADLEY O. HARDY Service code 27 · EIN 27-3807274 | Advisory (Plan) | $3,752 |
AT RETIREMENT SERVICES, LLC2+ years Filed as: H & H RETIREMENT SERVICES Service code 15 · EIN 27-3807274 | Recordkeeping | $850 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,998 | $35,183-54.5% | $73,545-78.2% | $70,131-77.2% |
| Participation rate | 93.5% | 42.9%+50.6pp | 54.9%+38.6pp | 69.5%+24.0pp |
| Annual return | 14.34% | 26.90%-12.6pp | -15.16%+29.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $710 | $709+0.2% | $1,219-41.7% | $2,342-69.7% |
| Participant deferral / active EE | $1,225 | $1,220+0.5% | $1,806-32.1% | $3,332-63.2% |
| Admin fee / account holder | $215 | $2,302-90.7% | $2,320-90.7% | $4,645-95.4% |