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 |
|---|---|---|
RAEL & LETSON6+ years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $99,779 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 17 · EIN 30-0282430 | Pension Consulting | $36,726 |
Service code 29 · EIN 91-0889948 | Legal | $34,103 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $33,333 |
Filed as: GREGORY STOKES Service code 30 701 E TUDOR ROAD SUITE 200 · ANCHORAGE, AK 99503 | Employee (plan) | $27,039 |
COLOR ART PRINTING6+ years Service code 36 · EIN 92-0027042 | Copying and duplicating | $15,594 |
EXPRESS SCRIPTS, INC.5 years Filed as: EXPRESS BUSINESS SOLUTIONS Service code 36 · EIN 91-1807227 | Copying and duplicating | $8,584 |
INTERNATIONAL DATA SYSTEMS2 years Service code 49 · EIN 01-0622708 | Other Services | $7,853 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,859 | $81,719-41.4% | $101,248-52.7% | $90,288-47.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.33% | 337.64%-325.3pp | 46.47%-34.1pp | 53.97%-41.6pp |
| Employer contribution / active EE | $3,786 | $3,622+4.5% | $3,660+3.4% | $2,524+50.0% |
| Participant deferral / active EE | $1,432 | $3,310-56.7% | $4,370-67.2% | $4,232-66.2% |
| Admin fee / account holder | $168 | $162+3.7% | $5,945-97.2% | $114+47.2% |