Filed December 30, 2022
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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,526 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 DBA BUKATY COMPANIES · LEAWOOD, KS 66211 | Advisory (Plan) | $14,431 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $13,745 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $10,355 |
ENVIRONMENTAL CONTROL INC.1 year Filed as: ENVIRONMENTAL HEALTH & ENGINEERING Service code 99 180 WELLS AVE STE 200 · NEWTON, MA 02459 | Other Fees | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,209 | $104,475+13.1% | $159,436-25.9% | $79,386+48.9% |
| Participation rate | 92.5% | 76.6%+15.8pp | 82.8%+9.6pp | 70.7%+21.7pp |
| Annual return | 13.77% | 67.95%-54.2pp | 263.57%-249.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,592 | $3,417-53.4% | $4,829-67.0% | $2,427-34.4% |
| Participant deferral / active EE | $7,770 | $6,467+20.1% | $7,352+5.7% | $4,046+92.1% |
| Admin fee / account holder | $523 | $711-26.4% | $10,799-95.2% | $626-16.5% |