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: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,474 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,929 |
Filed as: EMPOWER RETIRE ADV SERVICES Service code 28 · EIN 84-0467907 | Investment Management | $838 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $572 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $572 |
PATSY RANDALL1 year Service code 13 · EIN 20-3855127 | Contract Administrator | $175 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
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 | $44,839 | $72,404-38.1% | $110,238-59.3% | $64,186-30.1% |
| Participation rate | 82.5% | 73.3%+9.2pp | 79.8%+2.7pp | 69.6%+12.9pp |
| Annual return | 11.56% | -6.29%+17.9pp | 314.74%-303.2pp | 7.63%+3.9pp |
| Employer contribution / active EE | $1,702 | $2,282-25.4% | $3,826-55.5% | $2,381-28.5% |
| Participant deferral / active EE | $2,574 | $3,469-25.8% | $4,672-44.9% | $3,470-25.8% |
| Admin fee / account holder | $177 | $5,664-96.9% | $8,547-97.9% | $4,888-96.4% |