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 |
|---|---|---|
BAY COLONY ADVISORS1+ years Filed as: BAY MUTUAL FINANCIAL, LLC Service code 27 · EIN 38-3694155 | Advisory (Plan) | $41,094 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,970 |
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 | $70,140 | $72,770-3.6% | $67,652+3.7% | $55,191+27.1% |
| Participation rate | 84.2% | 78.8%+5.4pp | 75.7%+8.5pp | 69.2%+15.0pp |
| Annual return | 2.23% | -3.26%+5.5pp | 6625.04%-6622.8pp | 10.78%-8.5pp |
| Employer contribution / active EE | $1,301 | $1,769-26.5% | $2,266-42.6% | $1,899-31.5% |
| Participant deferral / active EE | $5,458 | $3,408+60.2% | $3,560+53.3% | $3,046+79.2% |
| Admin fee / account holder | $28 | $79-64.5% | $4,821-99.4% | $91-69.2% |