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 |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 111 S.W. COLUMBIA AVE., SUITE 1080 · PORTLAND, OR 97201 | Investment Management | $55,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $29,777 |
INVESTMENT ADVISOR OPERATIONS2+ years Filed as: INVESTMENT ADVISOR OPS Service code 26 510 MARQUETTE AVE · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $18,189 |
OREGON ANESTHEISOLOGY GROUP1+ years Filed as: OREGON ANESTHESIOLOGY GROUP, P.C. Service code 10 · EIN 93-1013923 | Accounting | $12,175 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $9,265 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Other investment fees and expenses; S... | $7,444 |
Service code 59 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $770,586 | $36,916+1987.4% | $156,549+392.2% | $57,658+1236.5% |
| Participation rate | 97.4% | 63.4%+34.0pp | 84.0%+13.4pp | 70.2%+27.2pp |
| Annual return | 6.81% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $43,875 | $1,571+2693.6% | $5,501+697.6% | $1,974+2122.9% |
| Participant deferral / active EE | $4,392 | $1,926+128.1% | $4,871-9.8% | $3,061+43.5% |
| Admin fee / account holder | $450 | $82+446.1% | $13,027-96.5% | $95+376.5% |