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 60 · EIN 04-2647786 | Sub-TA Fees | $30,781 |
LAWING FINANCIAL1 year Filed as: LAWING FINANCIAL INC Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,604 |
BERGANKDV LTD1 year Filed as: BERGANKDV Service code 16 PO BOX 2100 · WATERLOO, IA 50704 | Consulting | $14,000 |
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 | $149,462 | $66,302+125.4% | $110,238+35.6% | $56,287+165.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 7.25% | -1.18%+8.4pp | 314.74%-307.5pp | -9.96%+17.2pp |
| Employer contribution / active EE | $1,779 | $2,047-13.1% | $3,826-53.5% | $2,111-15.7% |
| Participant deferral / active EE | $7,214 | $3,381+113.3% | $4,672+54.4% | $3,350+115.3% |
| Admin fee / account holder | $556 | $698-20.4% | $8,547-93.5% | $521+6.7% |