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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,983 |
Filed as: EAGLE SYSTEMS INC Service code 99 22560 EPIC DR PO BOX 351 · CALIFORNIA, MD 20619 | Other Fees | $7,400 |
MURPHY ANDERSON PLLC1 year Filed as: MURPHY & MURPHY CPA LLC Service code 10 108A LA GRANGE AVE · LA PLATA, MD 20646 | Accounting | $7,380 |
SANDY DEREZIL1 year Filed as: SANDY SPRING INSURANCE CORPORATION Service code 99 170 JENNIFER RD STE 200 · ANNAPOLIS, MD 21401 | Other Fees | $200 |
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 | $90,523 | $89,652+1.0% | $141,162-35.9% | $65,185+38.9% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.5%+7.7pp | 70.2%+20.0pp |
| Annual return | 26.91% | 32.79%-5.9pp | 71.39%-44.5pp | 29.38%-2.5pp |
| Employer contribution / active EE | $1,145 | $3,065-62.6% | $4,735-75.8% | $2,177-47.4% |
| Participant deferral / active EE | $6,047 | $5,691+6.3% | $6,709-9.9% | $3,514+72.1% |
| Admin fee / account holder | $150 | $569-73.7% | $10,261-98.5% | $847-82.3% |