Filed March 21, 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 |
|---|---|---|
Filed as: SMITH SCHAFER & ASSOCIATES LTD Service code 10 220 SOUTH BROADWAY · ROCHESTER, MN 55904 | Accounting | $14,335 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,093 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $2,755 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $765 |
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 | $108,380 | $79,184+36.9% | $102,438+5.8% | $74,546+45.4% |
| Participation rate | 79.2% | 74.8%+4.4pp | 76.5%+2.7pp | 67.2%+12.0pp |
| Annual return | 12.28% | 54.95%-42.7pp | 29.37%-17.1pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $790 | $2,362-66.6% | $3,024-73.9% | $2,624-69.9% |
| Participant deferral / active EE | $4,388 | $4,414-0.6% | $5,054-13.2% | $4,347+0.9% |
| Admin fee / account holder | $111 | $2,001-94.5% | $9,448-98.8% | $1,944-94.3% |