Filed November 16, 2022
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 |
|---|---|---|
GEFFEN MESHER6 years Filed as: GEFFEN MESHER & COMPANY, P.C Service code 99 · EIN 11-1000111 | Other Fees | $38,000 |
PACIFIC PORTFOLIO CONSULTING8+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 99 · EIN 22-2000222 | Other Fees | $26,500 |
MORNINGSTAR8+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,726 |
ASCENSUS LLC3 years Service code 49 · EIN 82-3719843 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,033 | $42,353-36.2% | $79,550-66.0% | $64,808-58.3% |
| Participation rate | 92.1% | 64.8%+27.4pp | 69.5%+22.7pp | 71.5%+20.7pp |
| Annual return | -18.91% | -12.24%-6.7pp | 0.16%-19.1pp | 32.82%-51.7pp |
| Employer contribution / active EE | $766 | $1,181-35.1% | $2,413-68.3% | $2,506-69.4% |
| Participant deferral / active EE | $5,685 | $3,170+79.3% | $3,985+42.6% | $4,310+31.9% |
| Admin fee / account holder | $300 | $160+87.8% | $6,832-95.6% | $188+59.6% |