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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.2+ years Service code 14 · EIN 58-2380163 | Plan Administrator | $12,439 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $9,617 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $554 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 26 · EIN 13-2808480 | Advisory (Participants) | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES Service code 26 · EIN 93-0987232 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,008 | $75,183-86.7% | $123,892-91.9% | $55,167-81.9% |
| Participation rate | 81.5% | 72.8%+8.7pp | 81.4%+0.1pp | 69.0%+12.5pp |
| Annual return | 5.14% | 19.01%-13.9pp | 47.52%-42.4pp | 169.23%-164.1pp |
| Employer contribution / active EE | $180 | $2,823-93.6% | $4,617-96.1% | $1,963-90.8% |
| Participant deferral / active EE | $1,030 | $5,084-79.7% | $5,984-82.8% | $3,054-66.3% |
| Admin fee / account holder | $93 | $663-86.0% | $8,357-98.9% | $504-81.6% |