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 |
|---|---|---|
C&J BENEFIT SOLUTIONS1+ years Filed as: C&J BENEFIT SOLUTIONS, INC Service code 13 · EIN 48-0923596 810B WEST MCKAY ST · FRONTENAC, KS 66763 | Contract Administrator | $82,317 |
SPENCER FANE LLP1+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 1000 WALNUT STREET SUITE 1400 · KANSAS CITY, MO 64106 | Legal | $65,715 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,368 |
MORROW & CO., LLC1+ years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $16,350 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant 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 | $44,231 | $55,516-20.3% | $75,781-41.6% | $59,188-25.3% |
| Participation rate | 87.5% | 73.6%+13.9pp | 75.8%+11.7pp | 69.4%+18.1pp |
| Annual return | 0.84% | -1.89%+2.7pp | 9.68%-8.8pp | 5.51%-4.7pp |
| Employer contribution / active EE | $2,671 | $2,604+2.6% | $3,323-19.6% | $2,098+27.3% |
| Participant deferral / active EE | $742 | $2,599-71.4% | $3,651-79.7% | $3,265-77.3% |
| Admin fee / account holder | $180 | $110+63.6% | $5,299-96.6% | $92+95.1% |