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 |
|---|---|---|
MFA ASSET MANAGEMENT1 year Service code 16 · EIN 04-3540481 | Consulting | $20,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,488 |
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 | $55,602 | $42,383+31.2% | $76,523-27.3% | $64,186-13.4% |
| Participation rate | 97.7% | 58.1%+39.6pp | 68.0%+29.7pp | 69.6%+28.1pp |
| Annual return | -4.46% | -16.54%+12.1pp | -0.27%-4.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $5,559 | $1,563+255.6% | $2,647+110.0% | $2,381+133.5% |
| Participant deferral / active EE | $11,669 | $2,566+354.7% | $3,835+204.2% | $3,470+236.3% |
| Admin fee / account holder | $19 | $3,198-99.4% | $4,848-99.6% | $4,888-99.6% |