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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,176 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110 | Other Commissions | $54,252 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,732 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 4000 CRUMS MILL ROAD, SUITE 102 · HARRISBURG, PA 17112 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,043 | $56,629+80.2% | $77,999+30.8% | $55,167+85.0% |
| Participation rate | 90.8% | 73.3%+17.5pp | 75.5%+15.3pp | 69.0%+21.8pp |
| Annual return | 10.51% | 2866.98%-2856.5pp | 425.96%-415.5pp | 169.23%-158.7pp |
| Employer contribution / active EE | $1,801 | $1,723+4.5% | $2,470-27.1% | $1,963-8.3% |
| Participant deferral / active EE | $5,422 | $2,777+95.2% | $3,497+55.1% | $3,054+77.5% |
| Admin fee / account holder | $624 | $467+33.7% | $5,480-88.6% | $504+23.8% |