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 8-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 CO Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $490,043 |
PPS PENSION & FINANCIAL SERVICES4+ years Filed as: PPS PENSION & FINANCIAL Service code 13 | Contract Administrator | $164,314 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $145,390 |
PPS PENSION & FINANCIAL SERVICES4+ years Service code 13 · EIN 16-1062503 | Contract Administrator | $49,090 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $11,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,687 | $144,996-56.1% | $111,297-42.8% | $93,030-31.5% |
| Participation rate | 86.5% | 86.2%+0.3pp | 77.3%+9.2pp | 73.9%+12.6pp |
| Annual return | 13.62% | 18.26%-4.6pp | 54.65%-41.0pp | 158.70%-145.1pp |
| Employer contribution / active EE | $2,015 | $3,056-34.1% | $2,731-26.2% | $2,706-25.5% |
| Participant deferral / active EE | $3,284 | $5,587-41.2% | $4,487-26.8% | $4,562-28.0% |
| Admin fee / account holder | $199 | $103+92.2% | $7,964-97.5% | $152+31.1% |