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 |
|---|---|---|
LAMCO ADVISORY SERVICES1 year Filed as: LAMCO ADVISOR SERVICES Service code 27 1525 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Advisory (Plan) | $20,226 |
Service code 10 PO BOX 990 · LAKE WALES, FL 33859 | Accounting | $14,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,592 |
MATTHEWS BENEFIT GROUP, INC.2+ years Service code 13 701 94TH AVE N · ST. PETERSBURG, FL 33702 | Contract Administrator | $8,037 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $2,773 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,801 | $55,453+54.7% | $170,442-49.7% | $62,292+37.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.23% | 21.38%-4.1pp | 205.93%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $4,052 | $2,164+87.3% | $5,433-25.4% | $2,042+98.4% |
| Participant deferral / active EE | $2,951 | $2,303+28.2% | $4,939-40.3% | $3,169-6.9% |
| Admin fee / account holder | $331 | $455-27.2% | $13,880-97.6% | $479-30.9% |