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 |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,453 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $44,748 |
UNITED BENEFIT PENSIONS INC.4+ years Service code 13 175 BROADHOLLOW ROAD, SUITE 160 · MELVILLE, NY 11747 | Contract Administrator | $11,750 |
Service code 27 6011 WEST COURTYARD DRIVE · AUSTIN, TX 78730 | Advisory (Plan) | $4,034 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $78 |
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 | $102,778 | $48,576+111.6% | $169,463-39.4% | $56,287+82.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -5.56% | -2.51%-3.1pp | 1.83%-7.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,590 | $1,559+66.1% | $4,159-37.7% | $2,111+22.7% |
| Participant deferral / active EE | $7,074 | $3,275+116.0% | $5,277+34.1% | $3,350+111.2% |
| Admin fee / account holder | $129 | $435-70.5% | $9,109-98.6% | $521-75.3% |