Filed November 6, 2024 (most recent of 7 filings on file)
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 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $199,870 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,018 | $95,918-15.5% | $151,611-46.6% | $77,904+4.0% |
| Participation rate | 95.8% | 88.7%+7.1pp | 87.5%+8.3pp | 73.7%+22.1pp |
| Annual return | -15.01% | -5.50%-9.5pp | 3.33%-18.3pp | 12.21%-27.2pp |
| Employer contribution / active EE | $3,100 | $4,330-28.4% | $6,166-49.7% | $2,848+8.9% |
| Participant deferral / active EE | $5,745 | $7,508-23.5% | $8,363-31.3% | $4,806+19.5% |
| Admin fee / account holder | $97 | $93+3.9% | $11,616-99.2% | $133-26.9% |