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: GREAT-WEST LIFE& ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $17,436 |
LOREN D. STARK COMPANY1+ years Service code 13 · EIN 74-1537058 | Contract Administrator | $780 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-1532243 | Investment Management | $363 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE SVCS, INC. Service code 55 · EIN 51-0116113 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 | Other Commissions | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,697 | $54,320-36.1% | $67,652-48.7% | $52,331-33.7% |
| Participation rate | 74.2% | 73.6%+0.6pp | 75.7%-1.4pp | 68.1%+6.1pp |
| Annual return | -1.43% | 6.81%-8.2pp | 6625.04%-6626.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $822 | $1,544-46.7% | $2,266-63.7% | $1,882-56.3% |
| Participant deferral / active EE | $2,068 | $2,950-29.9% | $3,560-41.9% | $3,022-31.6% |
| Admin fee / account holder | $153 | $527-70.9% | $4,821-96.8% | $592-74.1% |