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 |
|---|---|---|
ALPHA PENSION GROUP, INC.1+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $11,875 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,907 | $52,467-27.8% | $57,179-33.7% | $55,167-31.3% |
| Participation rate | 52.9% | 75.8%-23.0pp | 75.3%-22.5pp | 69.0%-16.1pp |
| Annual return | 6.76% | 7.72%-1.0pp | 14.59%-7.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,005 | $2,477-59.4% | $2,682-62.5% | $1,963-48.8% |
| Participant deferral / active EE | $1,746 | $2,830-38.3% | $3,096-43.6% | $3,054-42.8% |
| Admin fee / account holder | $34 | $269-87.3% | $3,139-98.9% | $504-93.2% |