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 |
|---|---|---|
COE ADMINISTRATORS, LLC1 year Filed as: COE ADMINISRATORS, LLC Service code 13 | Contract Administrator | $1,587 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $1,560 |
COE ADMINISTRATORS, LLC5+ years Service code 13 2450 WITZEL AVENUE · OSHKOSH, WI 54904 | Contract Administrator | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,199 | $63,114-52.2% | $92,893-67.5% | $65,185-53.7% |
| Participation rate | 30.7% | 68.8%-38.1pp | 76.0%-45.3pp | 70.2%-39.5pp |
| Annual return | 28.30% | 28.75%-0.5pp | 109.41%-81.1pp | 29.38%-1.1pp |
| Employer contribution / active EE | $1,251 | $2,571-51.3% | $3,653-65.7% | $2,177-42.5% |
| Participant deferral / active EE | $2,105 | $3,108-32.3% | $4,236-50.3% | $3,514-40.1% |
| Admin fee / account holder | $8 | $624-98.7% | $5,794-99.9% | $847-99.0% |