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 |
|---|---|---|
GWL&A1+ years Service code 15 · EIN 84-0467907 | Recordkeeping | $11,100 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Shareholder servicing fees; Securitie... | $2,290 |
Filed as: GREAT-WEST LIFE & ANNUITY INC COM Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,282 | $39,458+212.4% | $60,547+103.6% | $55,191+123.4% |
| Participation rate | 94.9% | 59.6%+35.3pp | 68.0%+26.9pp | 69.2%+25.7pp |
| Annual return | 0.54% | 3.35%-2.8pp | 335.64%-335.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $5,206 | $1,210+330.4% | $2,419+115.2% | $1,899+174.2% |
| Participant deferral / active EE | $4,356 | $2,140+103.5% | $3,328+30.9% | $3,046+43.0% |
| Admin fee / account holder | $11 | $95-88.2% | $4,536-99.8% | $91-87.6% |