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 26 · EIN 43-0345811 | Advisory (Participants) | $21,442 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $14,948 |
METRO BENEFITS, INC.1 year Filed as: METRO BENEFITS INC. Service code 37 · EIN 25-1541083 | Loan Processing | $1,985 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $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 | $31,582 | $55,449-43.0% | $83,848-62.3% | $56,287-43.9% |
| Participation rate | 89.6% | 68.0%+21.6pp | 76.1%+13.4pp | 69.9%+19.7pp |
| Annual return | -6.86% | -1.38%-5.5pp | 850.88%-857.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $4,217 | $2,430+73.5% | $3,631+16.1% | $2,111+99.7% |
| Participant deferral / active EE | $2,067 | $2,935-29.6% | $4,082-49.4% | $3,350-38.3% |
| Admin fee / account holder | $51 | $656-92.2% | $5,478-99.1% | $521-90.2% |