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 7-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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Service code 15 · EIN 62-1549435 57 GERMANTOWN COURT FOURTH FLOOR · CORDOVA, TN 38018 | Recordkeeping | $0 |
MARK CAPITAL MANAGEMENT INC1+ years Filed as: MARK CAPITAL MANAGEMENT, INC. Service code 16 · EIN 77-0313529 6535 N. PALM AVE., SUITE 101 · FRESNO, CA 93704 | Consulting | $0 |
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.
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 | $26,107 | $43,550-40.1% | $63,517-58.9% | $52,331-50.1% |
| Participation rate | 28.0% | 65.7%-37.7pp | 71.0%-43.1pp | 68.1%-40.1pp |
| Annual return | -2.64% | 2.03%-4.7pp | -70.30%+67.7pp | 4.54%-7.2pp |
| Employer contribution / active EE | $585 | $1,351-56.7% | $2,322-74.8% | $1,882-68.9% |
| Participant deferral / active EE | $907 | $2,254-59.7% | $2,953-69.3% | $3,022-70.0% |
| Admin fee / account holder | $0 | $387-100.0% | $5,892-100.0% | $592-100.0% |