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 |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $69,697 |
CETERA ADVISOR NETWORKS LLC6+ years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $34,480 |
BIG SKY RETIREMENT INC2 years Filed as: BIG SKY RETIREMENT INC. Service code 13 · EIN 82-4211528 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $26,762 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $22,100 |
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 | $40,545 | $52,293-22.5% | $178,490-77.3% | $73,409-44.8% |
| Participation rate | 59.1% | 65.3%-6.2pp | 81.9%-22.8pp | 72.2%-13.1pp |
| Annual return | 14.99% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,858 | $1,735+7.0% | $5,011-62.9% | $2,234-16.8% |
| Participant deferral / active EE | $1,409 | $2,332-39.6% | $5,202-72.9% | $3,805-63.0% |
| Admin fee / account holder | $48 | $127-62.1% | $13,984-99.7% | $158-69.5% |