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: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK ST, 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $18,279 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,451 |
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $8,370 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 6830 COMMERCE CT. DR. · BLACKLICK, OH 43004 | Contract Administrator | $2,739 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,251 | $57,354-10.6% | $83,848-38.9% | $64,186-20.2% |
| Participation rate | 98.9% | 68.6%+30.2pp | 76.1%+22.7pp | 69.6%+29.3pp |
| Annual return | -5.03% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,100 | $2,545-56.8% | $3,631-69.7% | $2,381-53.8% |
| Participant deferral / active EE | $5,719 | $2,993+91.1% | $4,082+40.1% | $3,470+64.8% |
| Admin fee / account holder | $385 | $4,046-90.5% | $5,478-93.0% | $4,888-92.1% |