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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,437 |
Service code 13 101 BRADFORD RD SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $4,245 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,412 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,378 | $84,948-83.1% | $70,449-79.6% | $73,409-80.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 21.38% | 13.39%+8.0pp | 109.03%-87.7pp | 59.29%-37.9pp |
| Employer contribution / active EE | $4,064 | $2,834+43.4% | $2,737+48.5% | $2,234+82.0% |
| Participant deferral / active EE | $2,042 | $3,387-39.7% | $3,709-44.9% | $3,805-46.3% |
| Admin fee / account holder | $21 | $98-79.0% | $3,845-99.5% | $158-86.9% |