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 |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.1+ years Filed as: HOWARD WERSHBALE & CO. Service code 10 23240 CHAGRIN BOULEVARD · CLEVELAND, OH 441225450 | Accounting | $20,000 |
TRINITY PENSION CONSULTANTS3+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Contract Administrator | $12,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,820 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,941 | $84,233-82.3% | $170,442-91.2% | $70,131-78.7% |
| Participation rate | 26.5% | 70.8%-44.3pp | 83.6%-57.1pp | 69.5%-43.0pp |
| Annual return | 12.30% | 23.06%-10.8pp | 205.93%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,206 | $3,086-60.9% | $4,939-75.6% | $3,332-63.8% |
| Admin fee / account holder | $107 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |