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 CO Service code 64 · EIN 01-0233346 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,077 |
WC ADMINISTRATORS, LLC3 years Service code 13 6995 UNION PARK CTR #320 · MIDVALE, UT 84047 | Contract Administrator | $13,520 |
Service code 99 6011 W COURTYARD DRIVE · AUSTIN, TN 78730 | Other Fees | $5,035 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 815 EAST ORCHARD ROAD · ENWOOD VILLAGE, CO 80111 | Investment Management | $1,519 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 55 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 P.O BOX 771115 · CINCINNATI, OH 45277 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,135 | $63,114-31.7% | $92,893-53.6% | $65,185-33.8% |
| Participation rate | 60.1% | 68.8%-8.7pp | 76.0%-15.9pp | 70.2%-10.1pp |
| Annual return | 22.81% | 28.75%-5.9pp | 109.41%-86.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,017 | $2,571-60.4% | $3,653-72.2% | $2,177-53.3% |
| Participant deferral / active EE | $2,831 | $3,108-8.9% | $4,236-33.2% | $3,514-19.4% |
| Admin fee / account holder | $385 | $624-38.3% | $5,794-93.4% | $847-54.6% |