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 | $52,827 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 49 · EIN 26-3237576 | Other Services | $4,522 |
MORNINGSTAR2 years 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 | $108,373 | $41,078+163.8% | $80,569+34.5% | $71,457+51.7% |
| Participation rate | 86.3% | 50.2%+36.1pp | 67.0%+19.3pp | 67.9%+18.4pp |
| Annual return | 16.27% | 38.45%-22.2pp | 935.43%-919.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $3,436 | $1,506+128.2% | $2,723+26.2% | $2,588+32.8% |
| Participant deferral / active EE | $6,756 | $2,699+150.3% | $4,447+51.9% | $4,289+57.5% |
| Admin fee / account holder | $423 | $1,840-77.0% | $5,377-92.1% | $1,587-73.4% |