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 |
|---|---|---|
Filed as: DAVIS BACON PENSION PLANS Service code 13 2701 BICKFORD AVE · SNOHOMISH, WA 98290 | Contract Administrator | $19,859 |
Filed as: GREAT WEST LIFE INSURANCE & ANNUITY Service code 15 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,199 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,070 | $57,354-85.9% | $83,848-90.4% | $64,186-87.4% |
| Participation rate | 76.8% | 68.6%+8.2pp | 76.1%+0.7pp | 69.6%+7.3pp |
| Annual return | -6.51% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $11,532 | $2,545+353.1% | $3,631+217.6% | $2,381+384.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $92 | $4,046-97.7% | $5,478-98.3% | $4,888-98.1% |