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 |
|---|---|---|
EIDE BAILLY LLP1 year Service code 10 P O BOX 1914 · BISMARCK, ND 58502 | Accounting | $33,270 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,920 |
Filed as: AMERPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $5,998 |
PENSION ASSURANCE LLP2 years Filed as: PENSION SOLUTIONS Service code 13 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $4,240 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION SOLUTIONS, INC Service code 13 | Contract Administrator | $1,245 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,165 | $49,227-71.2% | $70,449-79.9% | $79,858-82.3% |
| Participation rate | 82.1% | 69.2%+12.9pp | 75.1%+7.0pp | 69.6%+12.5pp |
| Annual return | 1.49% | 30.06%-28.6pp | 109.03%-107.5pp | 31.71%-30.2pp |
| Employer contribution / active EE | $1,702 | $2,099-18.9% | $2,737-37.8% | $2,471-31.1% |
| Participant deferral / active EE | $2,393 | $2,768-13.6% | $3,709-35.5% | $3,740-36.0% |
| Admin fee / account holder | $684 | $2,878-76.2% | $3,845-82.2% | $5,306-87.1% |