Filed September 18, 2018 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,741 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY LLC Service code 49 · EIN 26-3237576 | Other Services | $6,392 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,665 | $45,863+115.1% | $77,024+28.1% | $68,494+44.0% |
| Participation rate | 85.9% | 55.9%+30.0pp | 67.9%+18.0pp | 67.9%+18.0pp |
| Annual return | -13.97% | 1.72%-15.7pp | 42.32%-56.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,160 | $1,650+91.6% | $2,812+12.4% | $2,596+21.7% |
| Participant deferral / active EE | $6,382 | $2,962+115.4% | $4,426+44.2% | $4,027+58.5% |
| Admin fee / account holder | $424 | $3,041-86.1% | $5,425-92.2% | $5,403-92.2% |