Filed January 10, 2025
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 |
|---|---|---|
RLIC SERVICE PROVICER ENTITIES3+ years Filed as: RLIC SERVICE PROVIDER ENTITIES Service code 60 PO BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $94,151 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $29,122 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $17,047 |
WIPFLI LLP3+ years Service code 13 11 SCOTT STREET · WASAU, WI 54403 | Contract Administrator | $15,693 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,517 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $7,521 |
RLIC SERVICE PROVICER ENTITIES3+ years Service code 60 | Sub-TA Fees | $2,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,628 | $46,173-16.3% | $170,442-77.3% | $69,631-44.5% |
| Participation rate | 65.6% | 63.9%+1.7pp | 83.6%-18.0pp | 70.7%-5.1pp |
| Annual return | 16.16% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $2,140 | $1,610+32.9% | $5,433-60.6% | $2,032+5.3% |
| Participant deferral / active EE | $1,563 | $2,080-24.9% | $4,939-68.4% | $3,224-51.5% |
| Admin fee / account holder | $56 | $116-51.8% | $13,880-99.6% | $110-49.4% |