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 |
|---|---|---|
DOWNEAST PENSION SERVICES, INC.3+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $16,000 |
DAWSON, SMITH,PURVIS & BASSETT, P.A3+ years Service code 10 · EIN 01-0459941 | Accounting | $13,500 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 100 NORTHFIELD DRIVE · WINDSO, CT 06095 | Advisory (Plan) | $12,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,695 |
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 | $154,246 | $55,453+178.2% | $170,442-9.5% | $62,292+147.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.08% | 21.38%-3.3pp | 205.93%-187.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $8,082 | $2,164+273.5% | $5,433+48.8% | $2,042+295.8% |
| Participant deferral / active EE | $5,627 | $2,303+144.3% | $4,939+13.9% | $3,169+77.5% |
| Admin fee / account holder | $38 | $455-91.6% | $13,880-99.7% | $479-92.1% |