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 |
|---|---|---|
RETIREMENTPLANS.COM, LLC2 years Service code 13 16051 ADDISON ROAD STE 310 · ADDISON, TX 75001 | Contract Administrator | $35,610 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEGO, CA 926562689 | Advisory (Plan) | $22,344 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,009 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $188,201 | $66,124+184.6% | $90,404+108.2% | $73,488+156.1% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.45% | 17.65%-2.2pp | 1293.02%-1277.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $9,320 | $2,346+297.2% | $3,262+185.7% | $2,270+310.6% |
| Participant deferral / active EE | $4,824 | $3,039+58.8% | $3,963+21.7% | $3,740+29.0% |
| Admin fee / account holder | $354 | $396-10.8% | $5,611-93.7% | $513-31.1% |