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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,490 |
ERP RETIREMENT SERVICES2+ years Filed as: ERP ACTUARIES & CONSULTANTS Service code 13 135 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $70 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,089 | $31,424+110.3% | $81,478-18.9% | $69,631-5.1% |
| Participation rate | 3.6% | 50.8%-47.3pp | 68.0%-64.4pp | 70.7%-67.1pp |
| Annual return | 20.73% | 22.44%-1.7pp | 38.78%-18.1pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $140 | $1,029-86.4% | $2,568-94.6% | $2,032-93.1% |
| Participant deferral / active EE | $394 | $1,838-78.6% | $3,537-88.9% | $3,224-87.8% |
| Admin fee / account holder | $506 | $103+393.5% | $4,561-88.9% | $110+358.4% |