See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 27 · EIN 41-1416330 60 S 6TH COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $56,612 |
ACG ASSOCIATES, INC.3+ years Service code 13 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $11,610 |
ENVIRONMENTAL CONTROL INC.1 year Service code 10 · EIN 06-0855856 1265 WOODEND RD · STRATFORD, CT 06615 | Accounting | $10,000 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $725 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $640 |
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 | $84,169 | $58,726+43.3% | $92,233-8.7% | $62,292+35.1% |
| Participation rate | 86.8% | 68.3%+18.4pp | 76.5%+10.3pp | 69.5%+17.3pp |
| Annual return | 17.20% | 43.62%-26.4pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,454 | $2,392+2.6% | $3,679-33.3% | $2,042+20.2% |
| Participant deferral / active EE | $3,605 | $2,766+30.4% | $3,897-7.5% | $3,169+13.8% |
| Admin fee / account holder | $314 | $556-43.6% | $5,194-94.0% | $479-34.5% |