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 |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 52-0940029 | Contract Administrator | $103,088 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 41-1553733 | Advisory (Plan) | $25,000 |
MCCHESNEY & DALE1+ years Filed as: MCCHESNEY ET AL Service code 29 · EIN 52-1023071 | Legal | $20,080 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,165 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 | Accounting | $7,172 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $11,761 | $55,516-78.8% | $75,781-84.5% | $59,188-80.1% |
| Participation rate | 74.1% | 73.6%+0.5pp | 75.8%-1.7pp | 69.4%+4.7pp |
| Annual return | -1.99% | -1.89%-0.1pp | 9.68%-11.7pp | 5.51%-7.5pp |
| Employer contribution / active EE | $732 | $2,604-71.9% | $3,323-78.0% | $2,098-65.1% |
| Participant deferral / active EE | $222 | $2,599-91.5% | $3,651-93.9% | $3,265-93.2% |
| Admin fee / account holder | $106 | $110-4.0% | $5,299-98.0% | $92+14.5% |