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 9-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 · EIN 62-1038805 | Recordkeeping Fees | $71,119 |
Filed as: BOWEN GROUP ADVISORS, LLC Service code 27 2410 E 25TH CIRCLE · IDAHO FALLS, ID 83404 | Advisory (Plan) | $4,717 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $269 |
Annual investment return 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 | $44,412 | $31,424+41.3% | $81,478-45.5% | $69,631-36.2% |
| Participation rate | 88.8% | 50.8%+38.0pp | 68.0%+20.9pp | 70.7%+18.1pp |
| Annual return | 13.62% | 22.44%-8.8pp | 38.78%-25.2pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $3,492 | $1,029+239.3% | $2,568+36.0% | $2,032+71.8% |
| Participant deferral / active EE | $2,840 | $1,838+54.5% | $3,537-19.7% | $3,224-11.9% |
| Admin fee / account holder | $256 | $103+149.8% | $4,561-94.4% | $110+132.0% |