Filed August 16, 2021 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 10 1717 RIDGEWOOD DR, SUITE 101 · MIDLAND, MI 48642 | Accounting | $15,065 |
BRONFMAN E.L. ROTHSCHILD3+ years Service code 13 · EIN 39-1908691 | Contract Administrator | $13,820 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,525 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $9,053 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $7,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,674 | $44,989-45.2% | $170,442-85.5% | $77,958-68.3% |
| Participation rate | 37.1% | 64.6%-27.5pp | 83.6%-46.5pp | 71.6%-34.6pp |
| Annual return | 16.24% | 19.61%-3.4pp | 205.93%-189.7pp | 20.87%-4.6pp |
| Employer contribution / active EE | $453 | $1,466-69.1% | $5,433-91.7% | $2,310-80.4% |
| Participant deferral / active EE | $848 | $2,208-61.6% | $4,939-82.8% | $3,537-76.0% |
| Admin fee / account holder | $104 | $69+50.8% | $13,880-99.3% | $97+6.8% |