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 INS. CO Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $775 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $639 |
NBT BANCORP NA1 year Filed as: NBT BANK NA Service code 17 2 EXECUTIVE PARK DRIVE STE 100 · BEDFORD, NH 03110 | Pension Consulting | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $220,263 | $55,453+297.2% | $170,442+29.2% | $62,292+253.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.21% | 21.38%-9.2pp | 205.93%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $9,873 | $2,164+356.3% | $5,433+81.7% | $2,042+383.5% |
| Participant deferral / active EE | $6,258 | $2,303+171.7% | $4,939+26.7% | $3,169+97.5% |
| Admin fee / account holder | $9 | $455-98.1% | $13,880-99.9% | $479-98.2% |