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 |
|---|---|---|
PRIMETRUST ADVISORS, LLC5+ years Service code 27 101 COLLEGE STREET SUITE 1-B · GREENVILLE, SC 29601 | Advisory (Plan) | $17,684 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,722 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,694 | $73,638-54.2% | $95,952-64.9% | $73,488-54.2% |
| Participation rate | 89.5% | 76.2%+13.4pp | 77.1%+12.5pp | 70.7%+18.8pp |
| Annual return | 14.01% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $371 | $1,863-80.1% | $2,541-85.4% | $2,270-83.7% |
| Participant deferral / active EE | $2,424 | $3,617-33.0% | $4,167-41.8% | $3,740-35.2% |
| Admin fee / account holder | $259 | $482-46.2% | $6,795-96.2% | $513-49.5% |