Filed August 7, 2023
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: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $90,066 |
Service code 27 401 NORTH 31ST ST · BILLINGS, MT 59101 | Advisory (Plan) | $86,825 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAND DIEGO, CA 92101 | Contract Administrator | $10,782 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $8,150 |
Filed as: QDRO CONSULTANTS CO Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,904-100.0% | $453,369-100.0% | $86,799-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 78.0%-78.0pp | 72.3%-72.3pp |
| Annual return | 15.96% | 19.72%-3.8pp | 64.40%-48.4pp | 97.91%-81.9pp |
| Employer contribution / active EE | $2,642 | $3,279-19.4% | $4,070-35.1% | $2,405+9.8% |
| Participant deferral / active EE | $5,306 | $5,114+3.7% | $6,209-14.5% | $4,131+28.4% |
| Admin fee / account holder | $0 | $156-100.0% | $11,209-100.0% | $170-100.0% |