Filed December 22, 2020
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 4-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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Filed as: EMPOWER WEALTH ADVISORS Service code 99 4358 LOCKHILL SELMA ROAD · SHAVANO PARK, TX 78249 | Other Fees | $0 |
MALCOLM THOMPSON & ASSOCIATES1+ years Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 20445 STATE HWY 249 · HOUSTON, TX 77070 | Other Services | $0 |
Filed as: MESIROW Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $0 |
STADION MONEY MANAGEMENT1+ years Filed as: STADION Service code 26 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,061 | $56,114-78.5% | $96,139-87.5% | $85,850-86.0% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,587 | $1,620+59.8% | $2,797-7.5% | $2,565+0.9% |
| Participant deferral / active EE | $3,986 | $2,859+39.4% | $4,349-8.4% | $3,952+0.9% |
| Admin fee / account holder | $81 | $3,768-97.8% | $5,537-98.5% | $6,260-98.7% |