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 | $60,486 |
MMA SECURITIES LLC3 years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 49 · EIN 26-3237576 | Other Services | $5,895 |
MORNINGSTAR3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,256 | $44,960+163.0% | $84,966+39.2% | $74,495+58.7% |
| Participation rate | 87.4% | 49.4%+38.0pp | 67.5%+19.9pp | 67.2%+20.2pp |
| Annual return | 9.58% | 26.24%-16.7pp | 66.38%-56.8pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $3,818 | $1,457+162.0% | $2,727+40.0% | $2,623+45.5% |
| Participant deferral / active EE | $7,466 | $2,731+173.4% | $4,519+65.2% | $4,346+71.8% |
| Admin fee / account holder | $508 | $2,209-77.0% | $6,149-91.7% | $1,942-73.8% |