See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Plan Administrator | $17,215 |
Filed as: GREAT WEST RETIREMENT SERVICES Service code 28 · EIN 84-0467907 PO BOX 173764 · DENVER, CO 802173764 | Investment Management | $12,783 |
LEE CPA AUDIT GROUP3+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1397718 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Consulting | $9,936 |
FREYBERG HINKLE ET AL3+ years Service code 10 · EIN 39-1531945 15420 W. CAPITOL DRIVE · BROOKFIELD, WI 530052621 | Accounting | $9,745 |
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 | $0 | $60,545-100.0% | $92,233-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 14.29% | 19.71%-5.4pp | 176.28%-162.0pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,203 | $2,633-54.3% | $3,679-67.3% | $2,032-40.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |