Filed June 26, 2024
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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,799 |
EDWARD JONES6 years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $27,084 |
FRANKLIN TEMPLETON5 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL & HURLEY INC. Service code 13 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Contract Administrator | $0 |
VICTORY5 years Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,687 | $61,156-22.0% | $185,823-74.3% | $79,386-39.9% |
| Participation rate | 43.1% | 66.6%-23.5pp | 81.7%-38.6pp | 70.7%-27.6pp |
| Annual return | 15.23% | 19.45%-4.2pp | 122.05%-106.8pp | 116.85%-101.6pp |
| Employer contribution / active EE | $804 | $2,321-65.3% | $5,167-84.4% | $2,427-66.9% |
| Participant deferral / active EE | $2,919 | $2,789+4.7% | $5,568-47.6% | $4,046-27.9% |
| Admin fee / account holder | $227 | $710-68.0% | $16,237-98.6% | $626-63.7% |