Filed April 22, 2019
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 |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC2 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $34,413 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,472 |
TG BENEFITS, INC.2 years Filed as: TG BENEFITS, INC Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $11,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,686 |
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 | $80,228 | $79,523+0.9% | $140,016-42.7% | $56,287+42.5% |
| Participation rate | 96.1% | 85.7%+10.3pp | 87.5%+8.6pp | 69.9%+26.2pp |
| Annual return | -5.86% | 2.39%-8.2pp | 651.12%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,394 | $3,350-28.5% | $5,606-57.3% | $2,111+13.4% |
| Participant deferral / active EE | $6,034 | $5,129+17.7% | $6,927-12.9% | $3,350+80.1% |
| Admin fee / account holder | $41 | $614-93.3% | $10,705-99.6% | $521-92.1% |