Filed November 9, 2017
See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $19,722 |
WOODBURY FINANCIAL SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $18,582 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,764 |
WOODBURY FINANCIAL SERVICES3+ years Service code 55 P.O. BOX 64284 · ST. PAUL, MN 55164 | Other Commissions | $0 |
Employer 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 | $40,910 | $74,552-45.1% | $62,995-35.1% | $69,631-41.2% |
| Participation rate | 77.6% | 78.3%-0.6pp | 74.8%+2.8pp | 70.7%+7.0pp |
| Annual return | 16.09% | 15.77%+0.3pp | 87.57%-71.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $902 | $2,929-69.2% | $2,759-67.3% | $2,032-55.6% |
| Participant deferral / active EE | $3,165 | $2,974+6.4% | $3,329-4.9% | $3,224-1.8% |
| Admin fee / account holder | $17 | $59-71.6% | $3,600-99.5% | $110-84.7% |