Filed January 26, 2023 (most recent of 2 filings on file)
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: B. RILEY WAELTH MANAGEMENT INC. Service code 27 40 S. MAIN STREET, SUITE 1800 · MEMPHIS, TN 38103 | Advisory (Plan) | $38,619 |
BURLEIGH CONSULTING GROUP8+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $19,421 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,556 | $52,208-14.7% | $86,612-48.6% | $74,419-40.1% |
| Participation rate | 75.2% | 66.3%+8.8pp | 71.7%+3.5pp | 70.7%+4.4pp |
| Annual return | 17.76% | 44.46%-26.7pp | 591.07%-573.3pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,208 | $2,282-47.1% | $3,022-60.0% | $2,637-54.2% |
| Participant deferral / active EE | $2,815 | $3,383-16.8% | $4,438-36.6% | $4,528-37.8% |
| Admin fee / account holder | $184 | $319-42.4% | $5,614-96.7% | $348-47.2% |