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 CORP3+ years Filed as: AMERITAS Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICE Service code 49 P.O. BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $0 |
Filed as: MESIROW Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $0 |
STADION MONEY MANAGEMENT3+ years Filed as: STADION Service code 26 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,937 | $41,078-51.5% | $80,569-75.3% | $71,457-72.1% |
| Participation rate | 45.1% | 50.2%-5.1pp | 67.0%-21.9pp | 67.9%-22.8pp |
| Annual return | 27.42% | 38.45%-11.0pp | 935.43%-908.0pp | 28.85%-1.4pp |
| Employer contribution / active EE | $1,599 | $1,506+6.2% | $2,723-41.3% | $2,588-38.2% |
| Participant deferral / active EE | $2,524 | $2,699-6.5% | $4,447-43.2% | $4,289-41.1% |
| Admin fee / account holder | $122 | $1,840-93.4% | $5,377-97.7% | $1,587-92.3% |