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 |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC3+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 27 400 ROBERT ST N · ST PAUL, MN 55101 | Advisory (Plan) | $26,095 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 13 | Contract Administrator | $10,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,538 |
Filed as: KDP RETIREMENT PLAN SERVICES Service code 13 3060 LAKE EASTBROOK BLVD., SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $900 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $681 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,487 | $80,753-23.9% | $136,294-54.9% | $62,292-1.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.78% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $2,565 | $2,884-11.1% | $4,695-45.4% | $2,042+25.6% |
| Participant deferral / active EE | $4,910 | $5,164-4.9% | $6,247-21.4% | $3,169+54.9% |
| Admin fee / account holder | $7 | $525-98.8% | $9,243-99.9% | $479-98.6% |