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 |
|---|---|---|
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $33,105 | $55,002-39.8% | $59,878-44.7% | $56,287-41.2% |
| Participation rate | 94.4% | 75.9%+18.5pp | 74.7%+19.7pp | 69.9%+24.5pp |
| Annual return | 9.20% | 1.13%+8.1pp | 3.46%+5.7pp | -9.96%+19.2pp |
| Employer contribution / active EE | $2,060 | $2,448-15.8% | $2,722-24.3% | $2,111-2.4% |
| Participant deferral / active EE | $2,488 | $3,121-20.3% | $3,402-26.9% | $3,350-25.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |