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: INVESTMENT CENTERS OF AMERICA INC Service code 55 5555 W GRANDE MARKET DR · APPLETON, WI 54913 | Other Commissions | $43,041 |
MUTUAL ADVISORS LLC1 year Service code 27 PO BOX 2864 · CAMARILLO, CA 93011 | Advisory (Plan) | $14,600 |
BENEFIT INVESTMENT GROUP, INC.3+ years Filed as: BENEFIT INVESTMENT GROUP, INC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,275 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,046 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $1,622 |
BENEFIT INVESTMENT GROUP, INC.3+ years Service code 13 2222 W SPRINGCREEK PKWY · PLANO, TX 75023 | Contract Administrator | $0 |
Employer contribution per participant 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 | $37,232 | $69,305-46.3% | $82,313-54.8% | $69,631-46.5% |
| Participation rate | 89.4% | 80.3%+9.1pp | 76.9%+12.5pp | 70.7%+18.7pp |
| Annual return | 14.62% | 21.47%-6.8pp | 25.88%-11.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $532 | $1,887-71.8% | $2,428-78.1% | $2,032-73.8% |
| Participant deferral / active EE | $2,196 | $3,568-38.5% | $3,706-40.7% | $3,224-31.9% |
| Admin fee / account holder | $47 | $97-51.3% | $5,608-99.2% | $110-57.1% |