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 | $203,429 |
Service code 99 · EIN 37-1328217 8 EXECUTIVE WOODS COURT · SWANSEA, IL 62226 | Other Fees | $143,537 |
LOCAL 520 FRINGE BENEFIT FUND5+ years Service code 13 · EIN 37-6053929 | Contract Administrator | $84,814 |
Service code 70 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $40,000 |
HAMMOND AND SHINNERS, P.C.5+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 | Legal | $12,777 |
SCHEFFEL BOYLE5+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $11,270 |
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 | $64,746 | $95,776-32.4% | $162,163-60.1% | $77,787-16.8% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 17.03% | 37.03%-20.0pp | 115.59%-98.6pp | 32.57%-15.5pp |
| Employer contribution / active EE | $4,026 | $3,874+3.9% | $5,614-28.3% | $2,504+60.7% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $131 | $88+49.1% | $10,843-98.8% | $100+30.7% |