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 27 801 PARK AVE. · WINONA LAKE, IN 46590 | Advisory (Plan) | $36,158 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,136 |
Filed as: RETIREMENT PLAN CONCEPTS & SERIVCES Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $6,932 |
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 | $73,338 | $69,362+5.7% | $101,248-27.6% | $73,488-0.2% |
| Participation rate | 93.3% | 68.4%+24.9pp | 75.8%+17.5pp | 70.7%+22.7pp |
| Annual return | 12.79% | 18.46%-5.7pp | 46.47%-33.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $4,136 | $2,628+57.3% | $3,660+13.0% | $2,270+82.2% |
| Participant deferral / active EE | $4,949 | $3,300+50.0% | $4,370+13.3% | $3,740+32.4% |
| Admin fee / account holder | $450 | $704-36.1% | $5,945-92.4% | $513-12.3% |