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 |
|---|---|---|
SWERDLIN & COMPANY2 years Filed as: SWERDLIN NORTHEAST LLC Service code 13 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Contract Administrator | $32,093 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,183 |
Filed as: GUIDANCE POINT RETIREMENT Service code 27 136 COMMERCIAL ST · PORTLAND, ME 04101 | Advisory (Plan) | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,913 | $40,522+1.0% | $84,611-51.6% | $67,579-39.5% |
| Participation rate | 57.2% | 51.1%+6.1pp | 68.2%-11.1pp | 71.3%-14.1pp |
| Annual return | 28.38% | 32.72%-4.3pp | 258.74%-230.4pp | 378.56%-350.2pp |
| Employer contribution / active EE | $915 | $1,146-20.2% | $2,652-65.5% | $2,148-57.4% |
| Participant deferral / active EE | $3,632 | $2,132+70.4% | $3,899-6.8% | $3,539+2.6% |
| Admin fee / account holder | $113 | $145-22.2% | $4,912-97.7% | $142-20.6% |