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 |
|---|---|---|
PENSERV PLAN SERVICES, INC.2+ years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $10,999 |
PLAN DESIGN CONSULTANTS, INC.2+ years Filed as: PLAN VISION Service code 26 430 1ST AVENUE N · MINNEAPOLIS, MN 55401 | Advisory (Participants) | $8,325 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $5,646 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $278 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,622 | $43,423+62.6% | $78,689-10.3% | $55,167+28.0% |
| Participation rate | 92.6% | 68.0%+24.6pp | 73.6%+19.1pp | 69.0%+23.6pp |
| Annual return | 8.24% | 11.53%-3.3pp | 62.18%-53.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,982 | $1,997-0.8% | $2,851-30.5% | $1,963+1.0% |
| Participant deferral / active EE | $5,032 | $2,509+100.6% | $3,517+43.1% | $3,054+64.8% |
| Admin fee / account holder | $129 | $416-69.1% | $4,510-97.1% | $504-74.5% |