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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,502 |
SECURITIES AMERICA INC4+ years Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $30,000 |
Service code 13 3407 KNIPP DRIVE · JEFFERSON CITY, MO 65109 | Contract Administrator | $9,135 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,038 |
SEAVER & FORCK CPAS4+ years Filed as: SEAVER & FORCK CPA'S LLC Service code 10 3523 AMAZONAS DRIVE · JEFFERSON CITY, MO 65109 | Accounting | $5,000 |
Filed as: SENTINEL PLAN ADMINISTRATION Service code 13 | Contract Administrator | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,797 | $50,958+27.2% | $74,550-13.1% | $64,186+1.0% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -4.02% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,081 | $1,115+176.2% | $1,961+57.1% | $2,381+29.4% |
| Participant deferral / active EE | $6,564 | $2,301+185.2% | $3,108+111.2% | $3,470+89.2% |
| Admin fee / account holder | $1,031 | $4,223-75.6% | $5,060-79.6% | $4,888-78.9% |