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: MERRILL LYNCH PIERCE FINNER & SMITH Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $25,942 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,027 |
STALKER & ASSOCIATES, INC.4 years Filed as: STALKER & ASSOCIATES Service code 13 · EIN 23-2756743 301 S. STATE ST STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $6,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,161 | $93,571+48.7% | $135,903+2.4% | $75,163+85.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.04% | 30.90%-21.9pp | 68.23%-59.2pp | 160.62%-151.6pp |
| Employer contribution / active EE | $11,948 | $3,537+237.8% | $4,856+146.0% | $2,670+347.5% |
| Participant deferral / active EE | $10,343 | $6,404+61.5% | $7,758+33.3% | $4,125+150.7% |
| Admin fee / account holder | $374 | $6,975-94.6% | $10,762-96.5% | $5,651-93.4% |