See peer percentile detail. $4.99 for your first month.
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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: VINEYARD WEALTH MANAGMENT LLC Service code 27 | Advisory (Plan) | $114,141 |
SPENCER FANE LLP4 years Service code 29 · EIN 44-0561981 1000 WALNUT STREET · KANSAS CITY, MO 64106 | Legal | $70,698 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $48,694 |
BMGI1 year Service code 13 1520 KENSINGTON RD STE 200 · OAK BROOK, IL 60523 | Contract Administrator | $47,726 |
MORROW & CO., LLC3 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $18,602 |
AMERICAN FUNDS4 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 | Indirect Investment Fees | $0 |
Service code 27 · EIN 41-2263025 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,395 | $81,719-37.1% | $101,248-49.2% | $90,288-43.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 10.09% | 337.64%-327.5pp | 46.47%-36.4pp | 53.97%-43.9pp |
| Employer contribution / active EE | $2,915 | $3,622-19.5% | $3,660-20.3% | $2,524+15.5% |
| Participant deferral / active EE | $835 | $3,310-74.8% | $4,370-80.9% | $4,232-80.3% |
| Admin fee / account holder | $51 | $162-68.8% | $5,945-99.1% | $114-55.6% |