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 | $24,862 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 6 CITY PLACE DR., STE 700 · ST. LOUIS, MO 63141 | Contract Administrator | $11,731 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 PO BOX 790379 · ST. LOUIS, MO 63179 | Accounting | $8,500 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,854 | $45,382-60.7% | $154,107-88.4% | $75,289-76.3% |
| Participation rate | 19.8% | 65.9%-46.1pp | 83.0%-63.3pp | 72.4%-52.6pp |
| Annual return | 6.88% | -0.47%+7.3pp | 735.12%-728.2pp | -0.04%+6.9pp |
| Employer contribution / active EE | $193 | $1,533-87.4% | $5,298-96.4% | $2,405-92.0% |
| Participant deferral / active EE | $496 | $2,384-79.2% | $5,081-90.2% | $3,739-86.7% |
| Admin fee / account holder | $84 | $89-6.0% | $13,411-99.4% | $102-17.9% |