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 |
|---|---|---|
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SERVICES Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300955585 | Contract Administrator | $10,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,863 |
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 | $55,778 | $72,770-23.4% | $67,652-17.6% | $55,191+1.1% |
| Participation rate | 96.9% | 78.8%+18.1pp | 75.7%+21.3pp | 69.2%+27.8pp |
| Annual return | 0.46% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,140 | $1,769+20.9% | $2,266-5.5% | $1,899+12.7% |
| Participant deferral / active EE | $2,860 | $3,408-16.1% | $3,560-19.6% | $3,046-6.1% |
| Admin fee / account holder | $45 | $79-43.1% | $4,821-99.1% | $91-50.6% |