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 |
|---|---|---|
ARGENT TRUST COMPANY2+ years Filed as: ARGENT TRUST Service code 27 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Advisory (Plan) | $48,913 |
HEARD MCELROY & VESTAL, LLC2+ years Service code 13 · EIN 72-0398470 333 TEXAS STREET, SUITE 1525 · SHREVEPORT, LA 71101 | Contract Administrator | $13,338 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,651 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,206 |
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 | $51,521 | $80,177-35.7% | $123,892-58.4% | $57,658-10.6% |
| Participation rate | 75.2% | 74.4%+0.8pp | 81.4%-6.2pp | 70.2%+5.0pp |
| Annual return | 12.67% | 17.90%-5.2pp | 47.52%-34.9pp | 5.13%+7.5pp |
| Employer contribution / active EE | $1,835 | $2,913-37.0% | $4,617-60.3% | $1,974-7.0% |
| Participant deferral / active EE | $6,977 | $5,130+36.0% | $5,984+16.6% | $3,061+128.0% |
| Admin fee / account holder | $23 | $106-78.2% | $8,357-99.7% | $95-75.5% |