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 & ASSOCIATES3+ years Service code 13 · EIN 26-4203770 20445 TX STATE HWY. 249 · HOUSTON, TX 77070 | Contract Administrator | $6,341 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,688 |
Filed as: MERRILL LYNCH AGENCY INC. Service code 55 | Other Commissions | $4,317 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $77,511 | $80,753-4.0% | $136,294-43.1% | $62,292+24.4% |
| Participation rate | 81.0% | 73.5%+7.5pp | 81.9%-0.9pp | 69.5%+11.5pp |
| Annual return | 13.72% | 35.83%-22.1pp | 5155.94%-5142.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $542 | $2,884-81.2% | $4,695-88.5% | $2,042-73.4% |
| Participant deferral / active EE | $7,043 | $5,164+36.4% | $6,247+12.7% | $3,169+122.2% |
| Admin fee / account holder | $36 | $525-93.1% | $9,243-99.6% | $479-92.4% |