Filed February 2, 2022
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 9-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: HILLIARD LYONS LLC Service code 55 · EIN 30-0450751 | Other Commissions | $22,388 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $5,444 |
Service code 13 · EIN 20-4548831 | Contract Administrator | $180 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $40 |
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.
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 | $29,558 | $55,453-46.7% | $170,442-82.7% | $62,292-52.5% |
| Participation rate | 48.6% | 66.4%-17.8pp | 83.6%-35.0pp | 69.5%-20.9pp |
| Annual return | 5.93% | 21.38%-15.4pp | 205.93%-200.0pp | 28.90%-23.0pp |
| Employer contribution / active EE | $477 | $2,164-78.0% | $5,433-91.2% | $2,042-76.7% |
| Participant deferral / active EE | $792 | $2,303-65.6% | $4,939-84.0% | $3,169-75.0% |
| Admin fee / account holder | $2 | $455-99.6% | $13,880-100.0% | $479-99.6% |