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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DR, STE 250 · HARRISBURG, PA 17110 | Other Commissions | $16,274 |
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES, LLC Service code 13 107 W MAIN STREET · LITTLE CHUTE, WI 54140 | Contract Administrator | $4,107 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $148 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,671 | $41,854-29.1% | $73,843-59.8% | $52,331-43.3% |
| Participation rate | 78.4% | 66.2%+12.2pp | 73.4%+5.0pp | 68.1%+10.3pp |
| Annual return | -0.65% | 2.11%-2.8pp | 2267.84%-2268.5pp | 4.54%-5.2pp |
| Employer contribution / active EE | $570 | $1,920-70.3% | $2,787-79.6% | $1,882-69.7% |
| Participant deferral / active EE | $3,355 | $2,498+34.3% | $3,583-6.4% | $3,022+11.0% |
| Admin fee / account holder | $7 | $493-98.7% | $4,880-99.9% | $592-98.9% |