Filed January 23, 2025
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 7-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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $294,607 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $232,271 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,032 | $105,190-14.4% | $98,907-9.0% | $90,288-0.3% |
| Participation rate | 88.3% | 86.4%+2.0pp | 76.0%+12.3pp | 73.4%+15.0pp |
| Annual return | 14.98% | 18.52%-3.5pp | 196.43%-181.5pp | 53.97%-39.0pp |
| Employer contribution / active EE | $2,541 | $3,831-33.7% | $2,689-5.5% | $2,524+0.7% |
| Participant deferral / active EE | $3,611 | $5,616-35.7% | $4,244-14.9% | $4,232-14.7% |
| Admin fee / account holder | $111 | $97+14.3% | $6,642-98.3% | $114-2.5% |