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 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $75,020 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,534 |
MILLER, WELLE, HEISER & CO, LTD4+ years Service code 10 4170 THIELMAN LN SUITE 101 · ST. CLOUD, MN 56302 | Accounting | $5,350 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,252 | $55,449+136.7% | $83,848+56.5% | $56,287+133.2% |
| Participation rate | 97.4% | 68.0%+29.4pp | 76.1%+21.3pp | 69.9%+27.6pp |
| Annual return | -6.30% | -1.38%-4.9pp | 850.88%-857.2pp | -9.96%+3.7pp |
| Employer contribution / active EE | $7,066 | $2,430+190.7% | $3,631+94.6% | $2,111+234.7% |
| Participant deferral / active EE | $5,180 | $2,935+76.5% | $4,082+26.9% | $3,350+54.6% |
| Admin fee / account holder | $616 | $656-6.0% | $5,478-88.7% | $521+18.3% |