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 LLP8 years Service code 29 · EIN 44-0561981 1000 WALNUT ST, STE 1400 · KANSAS CITY, MO 64106 | Legal | $93,816 |
IMA WEALTH INC3 years Filed as: IMA WEALTH Service code 27 430 E DOUGLAS AVE 400 · WICHITA, KS 67202 | Advisory (Plan) | $80,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,432 |
BMGI5 years Service code 13 625 ENTERPRISE DR · OAK BROOK, IL 60523 | Contract Administrator | $53,400 |
MORROW & CO., LLC7 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $31,625 |
UNION INSURANCE GROUP2 years Service code 23 303 W ERIE ST · CHICAGO, IL 60654 | Direct payment from the plan; Insuran... | $12,768 |
Annual investment return 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 | $54,760 | $241,101-77.3% | $103,333-47.0% | $199,593-72.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.70% | 17.80%-7.1pp | 24.88%-14.2pp | 34.25%-23.5pp |
| Employer contribution / active EE | $3,895 | $4,244-8.2% | $3,868+0.7% | $3,034+28.4% |
| Participant deferral / active EE | $1,711 | $3,958-56.8% | $5,057-66.2% | $5,087-66.4% |
| Admin fee / account holder | $22 | $288-92.5% | $8,355-99.7% | $269-91.9% |