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 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $69,323 |
SECURIAN FINANCIAL SERVICES INC4+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 28 | Investment Management | $42,330 |
MUELLER & CO, LLP3 years Service code 10 1707 N RANDALL RD · ELGIN, IL 60123 | Accounting | $8,500 |
Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $7,615 |
SECURIAN FINANCIAL SERVICES INC4+ years Filed as: SECURIAN FINANCIAL SERVICES INC. Service code 28 400 ROBERT ST N · ST. PAUL, MN 55101 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,724 | $89,652+41.4% | $141,162-10.2% | $65,185+94.4% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.5%+14.1pp | 70.2%+26.4pp |
| Annual return | 30.42% | 32.79%-2.4pp | 71.39%-41.0pp | 29.38%+1.0pp |
| Employer contribution / active EE | $2,166 | $3,065-29.3% | $4,735-54.3% | $2,177-0.5% |
| Participant deferral / active EE | $7,730 | $5,691+35.8% | $6,709+15.2% | $3,514+120.0% |
| Admin fee / account holder | $449 | $569-21.1% | $10,261-95.6% | $847-47.0% |