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+ years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 26 · EIN 05-0462357 | Advisory (Participants) | $13,044 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 | Securities Custodian | $0 |
Filed as: VARIBLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $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 | $38,170 | $46,360-17.7% | $147,614-74.1% | $52,331-27.1% |
| Participation rate | 81.2% | 64.9%+16.2pp | 84.6%-3.4pp | 68.1%+13.1pp |
| Annual return | -0.25% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,129 | $2,126+0.2% | $5,564-61.7% | $1,882+13.2% |
| Participant deferral / active EE | $2,072 | $2,258-8.2% | $4,895-57.7% | $3,022-31.4% |
| Admin fee / account holder | $62 | $766-91.9% | $11,611-99.5% | $592-89.5% |