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: PROSPERA FINANCIAL SERVICES INC. Service code 27 5429 LBJ FREEWAY, SUITE 750 · DALLAS, TX 75240 | Advisory (Plan) | $42,511 |
BURLEIGH CONSULTING GROUP10+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $21,791 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,936 | $61,058-1.8% | $71,209-15.8% | $85,563-30.0% |
| Participation rate | 76.8% | 58.6%+18.3pp | 73.8%+3.1pp | 66.0%+10.9pp |
| Annual return | 17.10% | 100.41%-83.3pp | 282.51%-265.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,338 | $2,199-39.2% | $2,721-50.8% | $2,654-49.6% |
| Participant deferral / active EE | $3,119 | $3,173-1.7% | $4,175-25.3% | $4,375-28.7% |
| Admin fee / account holder | $211 | $855-75.3% | $5,349-96.1% | $834-74.7% |