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: MML INVESTORS SERVICES Service code 55 | Other Commissions | $59,441 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,438 |
STEPHEN M KOCH & CO., INC.2+ years Service code 13 5400 CARILLON POINT · KIRKLAND, WA 98033 | Contract Administrator | $3,112 |
Filed as: MML INVESTORS SERVICES LLC Service code 99 701 5TH AVE STE 1100 · SEATTLE, WA 98104 | Other Fees | $0 |
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 | $127,257 | $52,884+140.6% | $84,750+50.2% | $55,167+130.7% |
| Participation rate | 92.0% | 67.5%+24.5pp | 76.6%+15.4pp | 69.0%+23.0pp |
| Annual return | 13.09% | 18.03%-4.9pp | 22.78%-9.7pp | 169.23%-156.1pp |
| Employer contribution / active EE | $5,763 | $2,233+158.0% | $3,574+61.2% | $1,963+193.6% |
| Participant deferral / active EE | $7,476 | $2,644+182.8% | $3,712+101.4% | $3,054+144.8% |
| Admin fee / account holder | $17 | $581-97.1% | $5,332-99.7% | $504-96.7% |