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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,139 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $22,820 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $5,705 |
Service code 27 6504 BRIDGE POINT PKWY STE450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,474 | $54,590+80.4% | $81,930+20.2% | $73,488+34.0% |
| Participation rate | 97.1% | 68.3%+28.7pp | 72.0%+25.1pp | 70.7%+26.4pp |
| Annual return | 14.44% | 17.74%-3.3pp | 29.49%-15.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $3,941 | $1,636+140.9% | $4,310-8.6% | $2,270+73.6% |
| Participant deferral / active EE | $4,432 | $2,759+60.6% | $7,107-37.6% | $3,740+18.5% |
| Admin fee / account holder | $372 | $592-37.2% | $5,158-92.8% | $513-27.6% |