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: OSBORNE & ASSOCIATES INC. Service code 15 · EIN 77-0573145 | Recordkeeping | $1,950 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,055 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $240 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $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 | $20,462 | $55,453-63.1% | $170,442-88.0% | $62,292-67.2% |
| Participation rate | 78.5% | 66.4%+12.1pp | 83.6%-5.1pp | 69.5%+9.0pp |
| Annual return | 13.81% | 21.38%-7.6pp | 205.93%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $691 | $2,164-68.1% | $5,433-87.3% | $2,042-66.2% |
| Participant deferral / active EE | $930 | $2,303-59.6% | $4,939-81.2% | $3,169-70.6% |
| Admin fee / account holder | $12 | $455-97.4% | $13,880-99.9% | $479-97.6% |