Filed May 5, 2025 (most recent of 7 filings on file)
Total covered: 17 employees
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: EDWARD D JONES & CO Service code 22 · EIN 43-0345811 | Insurance Broker | $18,765 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $4,712 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $36,221 | $52,884-31.5% | $84,750-57.3% | $55,167-34.3% |
| Participation rate | 90.7% | 67.5%+23.2pp | 76.6%+14.1pp | 69.0%+21.7pp |
| Annual return | 5.99% | 18.03%-12.0pp | 22.78%-16.8pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,923 | $2,233+30.9% | $3,574-18.2% | $1,963+48.9% |
| Participant deferral / active EE | $1,623 | $2,644-38.6% | $3,712-56.3% | $3,054-46.9% |
| Admin fee / account holder | $35 | $581-94.0% | $5,332-99.3% | $504-93.0% |