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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $15,123 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $8,788 |
FINANCIAL ADVOCATES1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MANG Service code 27 · EIN 84-0467907 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $8,350 |
Filed as: HUNNEX & SHOEMAKER Service code 13 · EIN 91-1072394 | Contract Administrator | $150 |
Participant contribution per participant 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 | $33,235 | $44,873-25.9% | $79,464-58.2% | $56,287-41.0% |
| Participation rate | 90.6% | 68.7%+21.9pp | 73.3%+17.3pp | 69.9%+20.8pp |
| Annual return | 0.87% | 0.81%+0.1pp | 718.14%-717.3pp | -9.96%+10.8pp |
| Employer contribution / active EE | $641 | $2,140-70.1% | $2,800-77.1% | $2,111-69.6% |
| Participant deferral / active EE | $99 | $2,746-96.4% | $3,704-97.3% | $3,350-97.0% |
| Admin fee / account holder | $185 | $418-55.8% | $5,113-96.4% | $521-64.5% |