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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS LLC Service code 13 · EIN 43-1829594 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $13,830 |
BANKERS TRUST COMPANY4 years Filed as: TI-TRUST, INC. Service code 21 · EIN 20-1171923 | Bank Trustee | $1,830 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $418 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 | Contract Administrator | $0 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $0 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
WADE STABLES P.C.4 years Service code 10 · EIN 43-1498457 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,393 | $54,517-13.1% | $75,972-37.6% | $74,495-36.4% |
| Participation rate | 92.7% | 60.3%+32.3pp | 69.1%+23.6pp | 67.2%+25.5pp |
| Annual return | 0.77% | 31.82%-31.1pp | 359.55%-358.8pp | 1364.94%-1364.2pp |
| Employer contribution / active EE | $202 | $1,777-88.6% | $2,685-92.5% | $2,623-92.3% |
| Participant deferral / active EE | $601 | $3,066-80.4% | $4,255-85.9% | $4,346-86.2% |
| Admin fee / account holder | $83 | $2,229-96.3% | $6,467-98.7% | $1,942-95.7% |