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 |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,438 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $16,438 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,570 |
MCAFEE & TAFT1 year Service code 99 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Other Fees | $4,350 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,855 | $71,802-44.5% | $133,980-70.3% | $57,658-30.9% |
| Participation rate | 92.9% | 85.5%+7.4pp | 87.1%+5.8pp | 70.2%+22.6pp |
| Annual return | 6.41% | 13.51%-7.1pp | 29.30%-22.9pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,037 | $3,161-35.6% | $5,211-60.9% | $1,974+3.2% |
| Participant deferral / active EE | $2,595 | $4,606-43.7% | $6,282-58.7% | $3,061-15.2% |
| Admin fee / account holder | $46 | $88-47.0% | $9,324-99.5% | $95-50.8% |