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: WOODBURY FINANCIAL SERVICES, INC. Service code 22 | Insurance Broker | $234,963 |
SYMETRA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $903 |
INVESCO3+ years Filed as: AIM/INVESTCO Service code 28 P.O. BOX 4739 · HOUSTON, TX 77210 | Investment Management | $0 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 P.O. BOX 419786 · KANSAS CITY, MO 64141 | Investment Management | $0 |
CALVERT3+ years Filed as: CALVERT GROUP LTD Service code 28 4550 MONTGOMERY AVE. · BETHESDA, MD 20814 | Investment Management | $0 |
DWS FUNDS3+ years Filed as: DWS INVESTMENTS Service code 28 222 S. RIVERSIDE PLAZA · CHICAGO, IA 60606 | Investment Management | $0 |
FEDERATED3+ years Filed as: FEDERATED INVESTORS Service code 28 P.O. BOX 8600 · BOSTON, MA 02266 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH Service code 52 P.O. BOX 770001 · CINCINNATI, OH 45277 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3+ years Filed as: FRANKLIN/TEMPLETON Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $0 |
Filed as: ING INVESTMENT, LLC Service code 28 909 LOCUST STREET · DES MOINES, IA 50309 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,943 | $92,091-72.9% | $62,995-60.4% | $77,958-68.0% |
| Participation rate | 66.5% | 74.5%-7.9pp | 74.8%-8.3pp | 71.6%-5.1pp |
| Annual return | -4.81% | 16.23%-21.0pp | 87.57%-92.4pp | 20.87%-25.7pp |
| Employer contribution / active EE | $2,873 | $3,424-16.1% | $2,759+4.1% | $2,310+24.4% |
| Participant deferral / active EE | $2,659 | $3,361-20.9% | $3,329-20.1% | $3,537-24.8% |
| Admin fee / account holder | $1 | $48-98.6% | $3,600-100.0% | $97-99.3% |