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 | $485,863 |
PPS PENSION & FINANCIAL SERVICES5+ years Filed as: PPS PENSION & FINANCIAL Service code 13 | Contract Administrator | $169,883 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $129,972 |
PPS PENSION & FINANCIAL SERVICES5+ years Service code 13 · EIN 16-1062503 | Contract Administrator | $53,120 |
AON CONSULTING1 year Filed as: AON INVESTMENTS Service code 16 · EIN 06-1251791 | Consulting | $18,423 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,422 | $130,141-63.6% | $86,677-45.3% | $77,904-39.1% |
| Participation rate | 93.0% | 85.9%+7.0pp | 76.6%+16.4pp | 73.7%+19.3pp |
| Annual return | -17.49% | -12.75%-4.7pp | 35.91%-53.4pp | 12.21%-29.7pp |
| Employer contribution / active EE | $2,255 | $3,220-30.0% | $2,836-20.5% | $2,848-20.8% |
| Participant deferral / active EE | $3,750 | $5,757-34.9% | $4,656-19.5% | $4,806-22.0% |
| Admin fee / account holder | $181 | $132+37.4% | $7,493-97.6% | $133+36.6% |