Filed January 27, 2021
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 6-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: BLUE SKY 401(K) SPECIALISTS, INC., Service code 15 · EIN 81-3622920 | Recordkeeping | $9,353 |
JONES GREGG FINANCIAL1+ years Filed as: JONES GREGG FINANCIAL, LLC Service code 15 · EIN 26-0700134 | Recordkeeping | $6,338 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,840 |
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 | $22,466 | $63,764-64.8% | $81,930-72.6% | $79,858-71.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,081 | $1,795+127.3% | $4,310-5.3% | $2,471+65.2% |
| Participant deferral / active EE | $1,988 | $2,780-28.5% | $7,107-72.0% | $3,740-46.9% |
| Admin fee / account holder | $114 | $4,426-97.4% | $5,158-97.8% | $5,306-97.9% |