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 15 · EIN 84-0467907 | Recordkeeping | $50,138 |
ELLIS & ELLIS, PLLC7+ years Service code 10 · EIN 55-0771644 UNITED CENTER, SUITE 1000 · CHARLESTON, WV 25301 | Accounting | $33,711 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY, INC. Service code 22 | Insurance Broker | $29,983 |
JACKSON KELLY PLLC7+ years Filed as: JACKSON KELLY Service code 15 · EIN 55-0394215 500 LEE STREET EAST · CHARLESTON, WV 25301 | Recordkeeping | $6,101 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
SHBU LIFE AGENCY INC1 year Service code 22 · EIN 13-2896238 | Insurance Broker | $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.
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 | $45,100 | $50,956-11.5% | $96,562-53.3% | $86,799-48.0% |
| Participation rate | 65.7% | 65.2%+0.5pp | 69.8%-4.1pp | 72.3%-6.6pp |
| Annual return | 11.86% | 21.27%-9.4pp | 37.78%-25.9pp | 97.91%-86.0pp |
| Employer contribution / active EE | $1,115 | $1,111+0.4% | $2,356-52.7% | $2,405-53.7% |
| Participant deferral / active EE | $1,712 | $2,954-42.1% | $3,849-55.5% | $4,131-58.6% |
| Admin fee / account holder | $266 | $166+60.3% | $6,181-95.7% | $170+57.0% |