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 | $22,522 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $16,535 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $2,668 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 99 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Fees | -$1,202 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,299 | $44,873-14.6% | $79,464-51.8% | $56,287-32.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 8.38% | 0.81%+7.6pp | 718.14%-709.8pp | -9.96%+18.3pp |
| Employer contribution / active EE | $2,011 | $2,140-6.0% | $2,800-28.2% | $2,111-4.7% |
| Participant deferral / active EE | $1,900 | $2,746-30.8% | $3,704-48.7% | $3,350-43.3% |
| Admin fee / account holder | $178 | $418-57.5% | $5,113-96.5% | $521-65.9% |