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: CUNA MUTUAL RETIREMENT SOLUTIONS Service code 15 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping | $2,616 |
EMPLOYEE FIDUCIARY, LLC1 year Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $1,808 |
Filed as: SKYLINE FINANCIAL NORTHWEST INC. Service code 26 2121 SW BROADWAY DR. · PORTLAND, OR 97201 | Advisory (Participants) | $907 |
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.
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 | $23,205 | $85,202-72.8% | $172,739-86.6% | $72,985-68.2% |
| Participation rate | 19.8% | 70.1%-50.3pp | 82.6%-62.9pp | 69.5%-49.7pp |
| Annual return | 20.10% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $685 | $3,260-79.0% | $5,198-86.8% | $3,607-81.0% |
| Admin fee / account holder | $162 | $5,884-97.3% | $13,954-98.8% | $5,124-96.8% |