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 |
|---|---|---|
GORDON ASSET MANAGEMENT3+ years Filed as: GORDAN ASSET MANAGEMENT LLC Service code 27 1007 SLATER ROAD SUITE 200 · DURHAM, NC 27703 | Advisory (Plan) | $24,293 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,686 |
MVP PLAN ADMINISTRATORS, INC.4+ years Filed as: MVP PLAN ADMINISTRATORS INC Service code 13 15300 WESTON PKWY STE 106 · CARY, NC 27513 | Contract Administrator | $9,629 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,284 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $69,475 | $61,214+13.5% | $83,333-16.6% | $56,287+23.4% |
| Participation rate | 91.4% | 72.6%+18.8pp | 77.8%+13.6pp | 69.9%+21.5pp |
| Annual return | -5.99% | 0.42%-6.4pp | 10.63%-16.6pp | -9.96%+4.0pp |
| Employer contribution / active EE | $3,778 | $1,925+96.2% | $3,379+11.8% | $2,111+78.9% |
| Participant deferral / active EE | $7,630 | $5,091+49.9% | $5,565+37.1% | $3,350+127.8% |
| Admin fee / account holder | $191 | $512-62.6% | $7,510-97.5% | $521-63.3% |