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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $183,904 |
Service code 99 · EIN 37-1328217 8 EXECUTIVE WOODS COURT · SWANSEA, IL 62226 | Other Fees | $124,718 |
LOCAL 520 FRINGE BENEFIT FUND1+ years Service code 13 · EIN 37-6053929 | Contract Administrator | $94,580 |
Service code 70 · EIN 32-0016703 | Consulting Fees | $40,000 |
SCHEFFEL BOYLE1+ years Service code 10 · EIN 37-1206530 | Accounting | $21,294 |
HAMMOND AND SHINNERS, P.C.1+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 | Legal | $18,383 |
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 | $51,189 | $75,760-32.4% | $123,104-58.4% | $59,188-13.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -0.63% | 2.93%-3.6pp | 13.22%-13.8pp | 5.51%-6.1pp |
| Employer contribution / active EE | $3,950 | $3,415+15.6% | $5,151-23.3% | $2,098+88.3% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $150 | $61+146.6% | $9,015-98.3% | $92+62.4% |