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: LOCKTON INVESTMENT ADVISORS Service code 26 · EIN 20-8874282 | Advisory (Participants) | $19,607 |
FORUM SIX FINANCIAL2 years Service code 26 · EIN 47-1242018 | Advisory (Participants) | $6,034 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,611 |
Filed as: ELLIS BENEFIS GROUP INC Service code 13 P.O. BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $45 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
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 | $65,007 | $65,322-0.5% | $70,449-7.7% | $73,488-11.5% |
| Participation rate | 88.3% | 77.0%+11.3pp | 75.1%+13.2pp | 70.7%+17.6pp |
| Annual return | 11.93% | 15.71%-3.8pp | 109.03%-97.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,328 | $2,460-5.4% | $2,737-14.9% | $2,270+2.5% |
| Participant deferral / active EE | $2,798 | $3,375-17.1% | $3,709-24.6% | $3,740-25.2% |
| Admin fee / account holder | $264 | $214+23.6% | $3,845-93.1% | $513-48.5% |