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 |
|---|---|---|
ACTUARIAL BENEFITS CORP3 years Service code 11 · EIN 20-1054428 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Actuarial | $117,196 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $85,415 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST COPANY Service code 25 | Directed Trustee | $325 |
RELIANCE TRUST COMPANY2 years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,445 | $78,419-47.1% | $133,956-69.1% | $73,409-43.5% |
| Participation rate | 88.0% | 78.6%+9.4pp | 79.8%+8.2pp | 72.2%+15.8pp |
| Annual return | 16.04% | 33.35%-17.3pp | 45.09%-29.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $682 | $2,044-66.6% | $3,919-82.6% | $2,234-69.5% |
| Participant deferral / active EE | $2,985 | $3,925-24.0% | $5,048-40.9% | $3,805-21.6% |
| Admin fee / account holder | $206 | $161+28.0% | $8,927-97.7% | $158+30.8% |