Filed January 16, 2024
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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $41,985 |
BAKER TILLY US, LLP8+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $2,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,966 | $71,516-9.2% | $98,439-34.0% | $71,457-9.1% |
| Participation rate | 59.2% | 72.7%-13.5pp | 75.2%-16.0pp | 67.9%-8.7pp |
| Annual return | 15.52% | 32.41%-16.9pp | 21.16%-5.6pp | 28.85%-13.3pp |
| Employer contribution / active EE | $803 | $2,399-66.5% | $3,048-73.7% | $2,588-69.0% |
| Participant deferral / active EE | $3,068 | $4,109-25.3% | $4,738-35.2% | $4,289-28.5% |
| Admin fee / account holder | $228 | $1,675-86.4% | $8,948-97.5% | $1,587-85.7% |