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: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,873 |
Filed as: FARMERS NATIONAL BACK OF DANVILLE Service code 25 175 E MAIL ST STE 300 · LEXINGTON, KY 40422 | Directed Trustee | $44,886 |
Service code 27 250 W MAIN ST STE 3150 · LEXINGTON, KY 40507 | Advisory (Plan) | $11,032 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $481 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,084 | $89,739-46.4% | $149,718-67.9% | $62,292-22.8% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 8.85% | 21.01%-12.2pp | 1501.63%-1492.8pp | 28.90%-20.0pp |
| Employer contribution / active EE | $1,664 | $3,233-48.5% | $5,445-69.4% | $2,042-18.5% |
| Participant deferral / active EE | $3,258 | $4,797-32.1% | $6,569-50.4% | $3,169+2.8% |
| Admin fee / account holder | $523 | $551-5.1% | $11,283-95.4% | $479+9.1% |