Filed June 13, 2019
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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Advisory (Plan) | $52,500 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,293 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,135 |
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 | $71,118 | $80,005-11.1% | $140,016-49.2% | $55,725+27.6% |
| Participation rate | 98.3% | 87.0%+11.3pp | 87.5%+10.8pp | 70.9%+27.5pp |
| Annual return | -5.83% | 0.46%-6.3pp | 651.12%-657.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $3,873 | $3,403+13.8% | $5,606-30.9% | $2,078+86.4% |
| Participant deferral / active EE | $4,878 | $5,264-7.3% | $6,927-29.6% | $3,356+45.4% |
| Admin fee / account holder | $123 | $116+6.7% | $10,705-98.8% | $115+7.2% |