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: RELIASTAR LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $32,859 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $45,382-100.0% | $154,107-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 65.9%-65.9pp | 83.0%-83.0pp | 72.4%-72.4pp |
| Annual return | 2.46% | -0.47%+2.9pp | 735.12%-732.7pp | -0.04%+2.5pp |
| Employer contribution / active EE | $85 | $1,533-94.4% | $5,298-98.4% | $2,405-96.5% |
| Participant deferral / active EE | $92 | $2,384-96.1% | $5,081-98.2% | $3,739-97.5% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |