Filed January 13, 2022
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,554 |
OSAIC WEALTH INC2 years Service code 40 · EIN 93-0987232 | Foreign entity (e.g., an agent or bro... | $19,907 |
Filed as: SIGNATURE ESTATE SECURITIES INC Service code 49 | Other Services | $8,257 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $7,984 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: SIGNATURE ESTATE SECURITIES LLC Service code 49 · EIN 59-2730348 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,615 | $106,028-47.5% | $146,958-62.2% | $77,643-28.4% |
| Participation rate | 61.6% | 78.4%-16.8pp | 82.2%-20.6pp | 70.6%-9.0pp |
| Annual return | 36.28% | 56.73%-20.5pp | 418.34%-382.1pp | 31.24%+5.0pp |
| Employer contribution / active EE | $2,465 | $4,063-39.3% | $4,933-50.0% | $2,726-9.6% |
| Participant deferral / active EE | $5,530 | $7,990-30.8% | $8,070-31.5% | $4,647+19.0% |
| Admin fee / account holder | $299 | $337-11.4% | $12,998-97.7% | $430-30.5% |