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 |
|---|---|---|
SYM FINANCIAL CORPORATION6+ years Service code 27 801 PARK AVEMUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $33,753 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,170 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $7,582 |
ASCENSUS LLC1 year Filed as: BADEN GAGE & SCHROEDER, LLC Service code 10 6920 POINTE INVERNESS WY STE 300 · FORT WAYNE, IN 46804 | Accounting | $6,100 |
Filed as: HAINES ISENBARGER & SKIBA LLC Service code 10 4630-8 W JEFFERSON BLVD · FORT WAYNE, IN 46804 | Accounting | $3,000 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $2,200 |
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 | $46,800 | $136,307-65.7% | $177,821-73.7% | $73,488-36.3% |
| Participation rate | 82.9% | 86.1%-3.2pp | 87.7%-4.8pp | 70.7%+12.2pp |
| Annual return | 15.36% | 18.68%-3.3pp | 48.32%-33.0pp | 28.51%-13.2pp |
| Employer contribution / active EE | $996 | $3,712-73.2% | $5,918-83.2% | $2,270-56.1% |
| Participant deferral / active EE | $5,812 | $5,829-0.3% | $7,714-24.7% | $3,740+55.4% |
| Admin fee / account holder | $299 | $596-49.9% | $12,427-97.6% | $513-41.8% |