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 |
|---|---|---|
ARNOLD & KADJAN1 year Filed as: ARNOLD LUMBER CO Service code 25 251 FAIRGROUNDS RD · WEST KINGSTOWN, RI 02892 | Directed Trustee | $31,395 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $19,093 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Contract Administrator | $9,914 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,935 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $99 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,658 | $81,474-31.7% | $133,956-58.5% | $73,488-24.3% |
| Participation rate | 80.7% | 76.4%+4.3pp | 79.8%+0.8pp | 70.7%+10.0pp |
| Annual return | 11.42% | 19.40%-8.0pp | 45.09%-33.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $695 | $2,209-68.5% | $3,919-82.3% | $2,270-69.4% |
| Participant deferral / active EE | $3,982 | $3,786+5.2% | $5,048-21.1% | $3,740+6.5% |
| Admin fee / account holder | $165 | $713-76.9% | $8,927-98.2% | $513-67.9% |