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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 51 · EIN 13-5581829 2300 LAKEVIEW PKWY STE 600 · ALPHARETTA, GA 30009 | Investment Mgmt Fees | $42,281 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 72 · EIN 94-1347393 410 MONTGOMERY ST · SAN FRANCISCO, CA 94163 | Other investment fees and expenses | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,207 | $73,367-80.6% | $169,463-91.6% | $73,367-80.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | -3.05% | 173.45%-176.5pp | 1.83%-4.9pp | 173.45%-176.5pp |
| Employer contribution / active EE | $0 | $2,499-100.0% | $4,159-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2,572 | $4,033-36.2% | $5,277-51.3% | $4,033-36.2% |
| Admin fee / account holder | $0 | $68-100.0% | $9,109-100.0% | $68-100.0% |