Filed May 16, 2022 (most recent of 4 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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,380 |
DA DAVIDSON & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $25,000 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $9,900 |
DRAKE-WILLIAMS STEEL, INC4+ years Service code 99 2301 HICKORY ST · OMAHA, NE 68108 | Other Fees | $9,600 |
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 | $51,973 | $65,376-20.5% | $87,100-40.3% | $65,185-20.3% |
| Participation rate | 94.8% | 75.3%+19.4pp | 76.9%+17.9pp | 70.2%+24.6pp |
| Annual return | 10.50% | 31.27%-20.8pp | 28.19%-17.7pp | 29.38%-18.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,820 | $3,388-16.8% | $4,049-30.4% | $3,514-19.8% |
| Admin fee / account holder | $286 | $520-45.0% | $7,497-96.2% | $847-66.3% |