Filed November 20, 2018
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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $5,764 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $56 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS2 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,753 | $87,125+54.7% | $108,410+24.3% | $86,799+55.2% |
| Participation rate | 95.7% | 80.5%+15.1pp | 80.1%+15.5pp | 72.3%+23.4pp |
| Annual return | 15.25% | 25.21%-10.0pp | 905.27%-890.0pp | 97.91%-82.7pp |
| Employer contribution / active EE | $4,324 | $2,477+74.5% | $3,558+21.5% | $2,405+79.8% |
| Participant deferral / active EE | $9,809 | $6,944+41.3% | $6,563+49.5% | $4,131+137.4% |
| Admin fee / account holder | $12 | $130-90.4% | $7,295-99.8% | $170-92.7% |