Filed September 13, 2017
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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES2+ years Service code 26 · EIN 14-1364513 500 BIELENBERG DR · WOODBURY, MN 55125 | Advisory (Participants) | $41,639 |
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FIANCIAL SERVICES, LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $18,675 |
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 | $43,202 | $36,916+17.0% | $156,549-72.4% | $57,658-25.1% |
| Participation rate | 79.4% | 63.4%+16.0pp | 84.0%-4.6pp | 70.2%+9.2pp |
| Annual return | 11.67% | 12.38%-0.7pp | 32.23%-20.6pp | 5.13%+6.5pp |
| Employer contribution / active EE | $2,069 | $1,571+31.8% | $5,501-62.4% | $1,974+4.8% |
| Participant deferral / active EE | $2,032 | $1,926+5.5% | $4,871-58.3% | $3,061-33.6% |
| Admin fee / account holder | $278 | $82+237.0% | $13,027-97.9% | $95+194.0% |