Filed October 29, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
FEDERMAN LALLY & REMIS, LLC1 year Service code 10 · EIN 06-1326802 | Accounting | $12,000 |
PASI, LLC1 year Service code 13 · EIN 26-1407929 | Contract Administrator | $6,121 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,169 |
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 | $38,127 | $58,083-34.4% | $80,019-52.4% | $56,287-32.3% |
| Participation rate | 91.9% | 73.6%+18.3pp | 75.8%+16.1pp | 69.9%+22.1pp |
| Annual return | -5.88% | 34.61%-40.5pp | 11.22%-17.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,286 | $1,932+18.3% | $2,468-7.4% | $2,111+8.3% |
| Participant deferral / active EE | $5,489 | $3,135+75.1% | $3,686+48.9% | $3,350+63.9% |
| Admin fee / account holder | $83 | $623-86.7% | $6,521-98.7% | $521-84.1% |