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 LLC4 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $34,887 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,775 |
TG BENEFITS, INC.4 years Filed as: TG BENEFITS, INC Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $11,950 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,823 |
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 | $102,831 | $136,307-24.6% | $177,821-42.2% | $73,488+39.9% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.7%+9.6pp | 70.7%+26.6pp |
| Annual return | 18.09% | 18.68%-0.6pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,860 | $3,712-23.0% | $5,918-51.7% | $2,270+26.0% |
| Participant deferral / active EE | $7,174 | $5,829+23.1% | $7,714-7.0% | $3,740+91.8% |
| Admin fee / account holder | $293 | $596-50.8% | $12,427-97.6% | $513-42.9% |