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: NYLIFE SECURITIES, LLC Service code 27 · EIN 13-2649692 3 CITYPLACE DR, SUITE 690 · CREVE COEUR, MO 63141 | Advisory (Plan) | $44,600 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: CUNA Service code 14 5910 MINERAL POINT ROAD · MADISON, WI 53705 | Plan Administrator | $39,810 |
Service code 10 · EIN 43-0831507 | Accounting | $27,192 |
Service code 14 · EIN 13-2600875 11590 N MERIDIAN STREET, SUITE 600 · CARMEL, IN 46032 | Plan Administrator | $23,000 |
SMITH & HOWARD, PC3 years Filed as: SMITH & DOWNEY P.A. Service code 29 320 E. TOWSONTOWN BLVD, STE. 1 EAST · BALTIMORE, MD 21286 | Legal | $10,789 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,202 | $53,932-66.2% | $134,143-86.4% | $90,288-79.8% |
| Participation rate | 88.1% | 60.4%+27.8pp | 72.2%+16.0pp | 73.4%+14.8pp |
| Annual return | 9.23% | 23.16%-13.9pp | 36.33%-27.1pp | 53.97%-44.7pp |
| Employer contribution / active EE | $459 | $1,611-71.5% | $3,704-87.6% | $2,524-81.8% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,499-100.0% | $4,232-100.0% |
| Admin fee / account holder | $127 | $104+22.9% | $6,684-98.1% | $114+11.6% |