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 |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON POINTE HOLDINGS LLC DBA BEAC Service code 27 24 CORPORATE PLAZA DR STE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $14,377 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,088 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,469 | $60,795-35.1% | $69,455-43.2% | $65,185-39.5% |
| Participation rate | 89.0% | 74.9%+14.1pp | 74.6%+14.4pp | 70.2%+18.8pp |
| Annual return | 12.97% | 17.46%-4.5pp | 28.97%-16.0pp | 29.38%-16.4pp |
| Employer contribution / active EE | $1,445 | $2,452-41.1% | $2,779-48.0% | $2,177-33.6% |
| Participant deferral / active EE | $6,452 | $3,162+104.1% | $3,535+82.5% | $3,514+83.6% |
| Admin fee / account holder | $150 | $314-52.3% | $3,839-96.1% | $847-82.3% |