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 |
|---|---|---|
ACEC RETIREMENT TRUST2+ years Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $15,175 |
GREGORY, SHARER & STUART, PA2+ years Service code 10 100 2ND AVENUE SOUTH · ST PETERSBURG, FL 33701 | Accounting | $6,000 |
MATTHEWS BENEFIT GROUP, INC.2+ years Filed as: MATTHEWS BENEFIT GROUP, INC Service code 13 701 94TH AVENUE NORTH SUITE 200 · ST PETERSBURG, FL 33702 | Contract Administrator | $1,220 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34 |
MATTHEWS BENEFIT GROUP, INC.2+ years Service code 13 | Contract Administrator | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INSURACE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | -$4,336 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,266 | $76,552-4.3% | $123,892-40.9% | $62,891+16.5% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 4.92% | 18.68%-13.8pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $428 | $2,883-85.2% | $4,617-90.7% | $2,281-81.3% |
| Participant deferral / active EE | $3,164 | $4,840-34.6% | $5,984-47.1% | $3,203-1.2% |
| Admin fee / account holder | $75 | $4,826-98.4% | $8,357-99.1% | $4,296-98.3% |