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 |
|---|---|---|
GREST-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREST WEST LIFE & ANNUNITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,714 |
SPOTLIGHT ASSET GROUP INC.1 year Service code 27 2 MID AMERICA PLAZA STE 710 · OAKBROOK TERACE, IL 60181 | Advisory (Plan) | $17,133 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 | Contract Administrator | $1,576 |
FINANCIAL ADVOCATES1 year Filed as: FINANCIAL ADVOCATES INVTESTMENT Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $1,416 |
BEYER-BARBER COMPANY1 year Filed as: BEYER BARBER COMPANY Service code 13 1136 HAMILTON ST STE 103 · ALLENTOWN, PA 18103 | Contract Administrator | $402 |
Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 701 5TH AVENUE STE 6710 · SEATTLE, WA 98104 | Contract Administrator | $300 |
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 | $42,223 | $51,620-18.2% | $90,281-53.2% | $65,185-35.2% |
| Participation rate | 80.0% | 68.6%+11.4pp | 73.3%+6.7pp | 70.2%+9.8pp |
| Annual return | 20.23% | 24.94%-4.7pp | 78.10%-57.9pp | 29.38%-9.2pp |
| Employer contribution / active EE | $606 | $2,235-72.9% | $2,854-78.8% | $2,177-72.2% |
| Participant deferral / active EE | $122 | $2,871-95.8% | $3,885-96.9% | $3,514-96.5% |
| Admin fee / account holder | $299 | $384-22.2% | $5,351-94.4% | $847-64.7% |