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 | $213,157 |
Service code 99 · EIN 37-1328217 8 EXECUTIVE WOODS COURT · SWANSEA, IL 62226 | Other Fees | $145,693 |
LOCAL 520 FRINGE BENEFIT FUND6+ years Service code 13 · EIN 37-6053929 | Contract Administrator | $84,396 |
Service code 70 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $40,000 |
SCHEFFEL BOYLE6+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $11,335 |
HAMMOND AND SHINNERS, P.C.6+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 | Legal | $9,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,952 | $110,699-32.3% | $177,821-57.8% | $90,288-17.0% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 13.87% | 22.79%-8.9pp | 48.32%-34.5pp | 53.97%-40.1pp |
| Employer contribution / active EE | $3,833 | $4,118-6.9% | $5,918-35.2% | $2,524+51.9% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $134 | $90+49.2% | $12,427-98.9% | $114+17.7% |