Filed October 10, 2019
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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $171,636 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $22,500 |
CARR, RIGGS & INGRAM, LLC5 years Service code 10 · EIN 72-1396621 | Accounting | $7,250 |
Filed as: CARR, RIGGS, & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $7,250 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $5,523 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,962 | $120,057-48.4% | $75,696-18.1% | $93,030-33.4% |
| Participation rate | 99.6% | 77.3%+22.3pp | 74.8%+24.7pp | 73.9%+25.7pp |
| Annual return | 12.48% | 19.62%-7.1pp | 104.53%-92.0pp | 158.70%-146.2pp |
| Employer contribution / active EE | $1,827 | $3,253-43.8% | $2,743-33.4% | $2,706-32.5% |
| Participant deferral / active EE | $2,252 | $4,089-44.9% | $3,821-41.1% | $4,562-50.6% |
| Admin fee / account holder | $158 | $81+93.5% | $3,619-95.6% | $152+3.9% |