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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,346 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $16,670 |
DOWNEAST PENSION SERVICES, INC.4+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $6,946 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,595 | $42,548+35.4% | $74,550-22.7% | $56,287+2.3% |
| Participation rate | 71.1% | 60.5%+10.7pp | 69.1%+2.0pp | 69.9%+1.3pp |
| Annual return | -4.86% | 12.40%-17.3pp | 32.53%-37.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $352 | $855-58.8% | $1,961-82.0% | $2,111-83.3% |
| Participant deferral / active EE | $3,107 | $2,277+36.4% | $3,1080% | $3,350-7.2% |
| Admin fee / account holder | $149 | $467-68.1% | $5,060-97.1% | $521-71.4% |