Filed July 26, 2022 (most recent of 2 filings on file)
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 25 · EIN 58-1428634 | Directed Trustee | $400 |
Service code 49 | Other Services | $20 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $20 |
Filed as: ENVEST RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS, LL Service code 27 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MANGEM Service code 49 · EIN 36-3429599 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,289 | $100,041-55.7% | $149,718-70.4% | $70,131-36.8% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 9.67% | 27.43%-17.8pp | 1501.63%-1492.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $2,802 | $3,662-23.5% | $5,445-48.5% | $2,342+19.6% |
| Participant deferral / active EE | $3,282 | $4,983-34.1% | $6,569-50.0% | $3,332-1.5% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |