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 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $64,153 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $37,751 |
Filed as: DUPLANTIER, HRAPMANN, HOGAN & MAHER Service code 10 · EIN 72-0567396 1615 POYDRAS STREET, SUITE 2100 · NEW ORLEANS, LA 70112 | Accounting | $9,200 |
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 | $77,427 | $63,114+22.7% | $92,893-16.6% | $65,185+18.8% |
| Participation rate | 80.3% | 68.8%+11.5pp | 76.0%+4.3pp | 70.2%+10.1pp |
| Annual return | 22.38% | 28.75%-6.4pp | 109.41%-87.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,979 | $2,571-23.0% | $3,653-45.8% | $2,177-9.1% |
| Participant deferral / active EE | $4,188 | $3,108+34.8% | $4,236-1.1% | $3,514+19.2% |
| Admin fee / account holder | $287 | $624-54.0% | $5,794-95.0% | $847-66.1% |