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 CORP4+ years Filed as: AMERITAS Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICE Service code 49 7734 EXCELSIOR ROAD, SUITE 102 · BAXTER, MN 56425 | Other Services | $0 |
Filed as: MESIROW Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $0 |
STADION MONEY MANAGEMENT4+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,148 | $44,960-44.1% | $84,966-70.4% | $74,495-66.2% |
| Participation rate | 47.8% | 49.4%-1.5pp | 67.5%-19.7pp | 67.2%-19.4pp |
| Annual return | 12.96% | 26.24%-13.3pp | 66.38%-53.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,606 | $1,457+10.2% | $2,727-41.1% | $2,623-38.8% |
| Participant deferral / active EE | $2,423 | $2,731-11.3% | $4,519-46.4% | $4,346-44.2% |
| Admin fee / account holder | $227 | $2,209-89.7% | $6,149-96.3% | $1,942-88.3% |