Filed December 9, 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 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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $146,636 |
MARIETTA WEALTH MANAGEMENT3 years Filed as: MARIETTA WEALTH MANAGEMENT, LLC Service code 27 · EIN 47-5329166 | Advisory (Plan) | $24,471 |
MAR-JAC POULTRY, INC3 years Filed as: MAR-JAC POULTRY INC. Service code 10 | Accounting | $7,000 |
AMANA MUTUAL FUNDS3 years Service code 52 · EIN 35-6447892 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE INVESTEMENTS Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,053 | $97,954-48.9% | $115,157-56.5% | $77,787-35.7% |
| Participation rate | 51.2% | 52.3%-1.1pp | 75.9%-24.7pp | 73.2%-22.0pp |
| Annual return | 17.69% | 23.95%-6.3pp | 35.60%-17.9pp | 32.57%-14.9pp |
| Employer contribution / active EE | $1,277 | $927+37.8% | $3,179-59.8% | $2,504-49.0% |
| Participant deferral / active EE | $1,277 | $1,655-22.8% | $4,168-69.4% | $3,967-67.8% |
| Admin fee / account holder | $126 | $347-63.7% | $7,088-98.2% | $100+26.1% |