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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,910 |
THE BENEFIT PRACTICE2 years Service code 13 1055 WASHINGTON BLVD STE 610 · STAMFORD, CT 069012218 | Contract Administrator | $24,300 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $16,780 |
Service code 27 6011 WEST COURTYARD DR STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $3,836 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $1,263 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $432 |
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 | $53,907 | $55,449-2.8% | $83,848-35.7% | $56,287-4.2% |
| Participation rate | 99.1% | 68.0%+31.1pp | 76.1%+23.0pp | 69.9%+29.3pp |
| Annual return | -3.98% | -1.38%-2.6pp | 850.88%-854.9pp | -9.96%+6.0pp |
| Employer contribution / active EE | $3,552 | $2,430+46.2% | $3,631-2.2% | $2,111+68.3% |
| Participant deferral / active EE | $5,072 | $2,935+72.8% | $4,082+24.3% | $3,350+51.4% |
| Admin fee / account holder | $418 | $656-36.3% | $5,478-92.4% | $521-19.8% |