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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $333,303 |
NEWTOWER TRUST COMPANY3 years Filed as: BGO-NEW TOWER TRUST COMPANY Service code 51 · EIN 52-6218800 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Mgmt Fees | $60,139 |
TA REALTY6 years Service code 51 · EIN 04-3341880 28 STATE STREET, 10TH FLOOR · BOSTON, MA 02109 | Investment Mgmt Fees | $60,005 |
SEGALL BRYANT & HAMILL10+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $33,676 |
STANDARD VALUATIONS10+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $33,125 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES, INC. Service code 23 1166 AVE OF THE AMERICAS, SUITE B · NEW YORK, NY 10036 | Insurance services | $24,654 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $22,773 |
Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $12,790 |
GRAY, GRAY & GRAY1 year Filed as: GRAY GRIFFITH AND MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E · CHARLESTON, WV 25301 | Accounting | $7,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,478 | $106,351-90.1% | $105,223-90.0% | $103,975-89.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 5.98% | 11.69%-5.7pp | 180.65%-174.7pp | 19.41%-13.4pp |
| Employer contribution / active EE | $2,019 | $5,336-62.2% | $3,689-45.3% | $3,722-45.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $71 | $316-77.5% | $8,859-99.2% | $332-78.6% |