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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,064 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $38,895 |
PENSION FINANCIAL SERVICES, INC.6+ years Filed as: PENSION FINANCIAL SERVICES Service code 13 | Contract Administrator | $10,000 |
PNESION FINANCIAL SERVICES2 years Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300955585 | Contract Administrator | $0 |
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 | $81,593 | $73,638+10.8% | $95,952-15.0% | $73,488+11.0% |
| Participation rate | 96.2% | 76.2%+20.1pp | 77.1%+19.2pp | 70.7%+25.6pp |
| Annual return | 12.53% | 16.78%-4.2pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $2,327 | $1,863+24.9% | $2,541-8.4% | $2,270+2.5% |
| Participant deferral / active EE | $3,320 | $3,617-8.2% | $4,167-20.3% | $3,740-11.2% |
| Admin fee / account holder | $288 | $482-40.3% | $6,795-95.8% | $513-43.9% |