See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 101 BRADFORD RD SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $29,018 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,272 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,292 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,029 |
Filed as: ANCHOR 316 FIDUCIARY SOLUTIONS LLC Service code 99 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Other Fees | $1,444 |
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 | $18,150 | $94,833-80.9% | $75,696-76.0% | $86,799-79.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 16.64% | 16.91%-0.3pp | 104.53%-87.9pp | 97.91%-81.3pp |
| Employer contribution / active EE | $4,210 | $2,904+45.0% | $2,743+53.5% | $2,405+75.0% |
| Participant deferral / active EE | $2,217 | $3,632-39.0% | $3,821-42.0% | $4,131-46.3% |
| Admin fee / account holder | $62 | $109-43.0% | $3,619-98.3% | $170-63.5% |