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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,452 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $9,754 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $9,748 |
COMPASS 360, LLC2 years Service code 15 · EIN 81-1939215 | Recordkeeping | $6,210 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,545 |
Filed as: TRANSAMERICA TRUST CO Service code 21 · EIN 42-0947998 | Bank Trustee | $208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,004 | $89,436-55.3% | $164,813-75.7% | $77,643-48.5% |
| Participation rate | 50.7% | 78.6%-27.9pp | 78.6%-27.9pp | 70.6%-19.9pp |
| Annual return | 9.29% | 28.83%-19.5pp | 69.93%-60.6pp | 31.24%-21.9pp |
| Employer contribution / active EE | $1,215 | $2,569-52.7% | $4,341-72.0% | $2,726-55.4% |
| Participant deferral / active EE | $2,231 | $4,897-54.4% | $6,031-63.0% | $4,647-52.0% |
| Admin fee / account holder | $295 | $339-13.0% | $12,690-97.7% | $430-31.4% |