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 |
|---|---|---|
SPENCER FANE LLP7 years Service code 29 · EIN 44-0561981 1000 WALNUT ST, STE 1400 · KANSAS CITY, MO 64106 | Legal | $104,686 |
IMA WEALTH INC2 years Filed as: IMA WEALTH Service code 27 430 E DOUGLAS AVE 400 · WICHITA, KS 67202 | Advisory (Plan) | $80,000 |
BMGI4 years Service code 13 625 ENTERPRISE DR · OAK BROOK, IL 60523 | Contract Administrator | $52,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,145 |
MORROW & CO., LLC6 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $30,442 |
UNION INSURANCE GROUP1 year Service code 23 303 W ERIE ST · CHICAGO, IL 60654 | Direct payment from the plan; Insuran... | $13,958 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,366 | $88,480-39.7% | $96,683-44.8% | $80,160-33.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.80% | 22.53%-10.7pp | 35.69%-23.9pp | 40.38%-28.6pp |
| Employer contribution / active EE | $3,827 | $4,176-8.4% | $3,737+2.4% | $2,978+28.5% |
| Participant deferral / active EE | $1,309 | $3,959-66.9% | $4,878-73.2% | $5,017-73.9% |
| Admin fee / account holder | $54 | $212-74.7% | $6,730-99.2% | $145-63.1% |