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: NIELSEN INSURANCE GROUP, INC. Service code 99 · EIN 77-0507280 | Other Fees | $34,734 |
GLEN CAMISA1 year Filed as: GLEN BURDETTE Service code 99 · EIN 11-1000111 | Other Fees | $9,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,698 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,698 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $2,506 |
THE RYDING COMPANY2 years Service code 99 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91362 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,660 | $99,957-6.3% | $149,696-37.4% | $73,488+27.4% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 14.01% | 53.87%-39.9pp | 276.60%-262.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,048 | $3,191-35.8% | $4,644-55.9% | $2,270-9.8% |
| Participant deferral / active EE | $8,811 | $6,073+45.1% | $6,842+28.8% | $3,740+135.6% |
| Admin fee / account holder | $314 | $551-43.0% | $9,309-96.6% | $513-38.8% |