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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.6+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $21,285 |
FUND DIRECT ADVISORS6+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $17,188 |
STIFEL NICOLAUS & CO INC6+ years Filed as: STIFEL INVESTMENT SERVICES Service code 27 · EIN 43-1273600 | Advisory (Plan) | $14,761 |
BUNCH & COMPANY6+ years Service code 10 · EIN 56-1852200 | Accounting | $12,000 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 21 717 17TH ST., STE. 1300 · DENVER, CO 80202 | Bank Trustee | $8,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,492 | $54,590+95.1% | $81,930+30.0% | $73,488+44.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 10.16% | 17.74%-7.6pp | 29.49%-19.3pp | 28.51%-18.4pp |
| Employer contribution / active EE | $3,543 | $1,636+116.6% | $4,310-17.8% | $2,270+56.1% |
| Participant deferral / active EE | $3,007 | $2,759+9.0% | $7,107-57.7% | $3,740-19.6% |
| Admin fee / account holder | $456 | $592-22.9% | $5,158-91.2% | $513-11.1% |