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 |
|---|---|---|
MALCOLM THOMPSON & ASSOCIATES2+ years Service code 13 · EIN 26-4203770 19500 TX STATE HWY. 249 · HOUSTON, TX 77070 | Contract Administrator | $6,394 |
Filed as: MERRILL LYNCH AGENCY INC. Service code 55 | Other Commissions | $4,769 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,900 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
Employer 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 | $67,510 | $75,183-10.2% | $123,892-45.5% | $55,167+22.4% |
| Participation rate | 84.2% | 72.8%+11.4pp | 81.4%+2.8pp | 69.0%+15.2pp |
| Annual return | 5.67% | 19.01%-13.3pp | 47.52%-41.8pp | 169.23%-163.6pp |
| Employer contribution / active EE | $489 | $2,823-82.7% | $4,617-89.4% | $1,963-75.1% |
| Participant deferral / active EE | $7,693 | $5,084+51.3% | $5,984+28.5% | $3,054+151.9% |
| Admin fee / account holder | $34 | $663-94.8% | $8,357-99.6% | $504-93.2% |