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 |
|---|---|---|
THE FINWAY GROUP1 year Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $40,614 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR · CYPRESS, CA 90630 | Advisory (Plan) | $31,021 |
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.)
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 | $49,982 | $58,879-15.1% | $178,490-72.0% | $73,488-32.0% |
| Participation rate | 81.3% | 66.2%+15.1pp | 81.9%-0.6pp | 70.7%+10.6pp |
| Annual return | 20.96% | 24.86%-3.9pp | 151.07%-130.1pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,483 | $2,236-33.7% | $5,011-70.4% | $2,270-34.7% |
| Participant deferral / active EE | $2,841 | $2,567+10.7% | $5,202-45.4% | $3,740-24.0% |
| Admin fee / account holder | $545 | $400+36.1% | $13,984-96.1% | $513+6.2% |