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 | $2,576 |
ALPHA PENSION GROUP, INC.1+ years Service code 27 70 WESTVIEW ST 2ND FLOOR · LEXINGTON, MA 02421 | Advisory (Plan) | $2,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,837 | $39,113+119.5% | $70,014+22.6% | - |
| Participation rate | 47.5% | 63.4%-15.9pp | 71.8%-24.3pp | - |
| Annual return | 10.56% | 6.60%+4.0pp | 12.99%-2.4pp | - |
| Employer contribution / active EE | $0 | $1,196-100.0% | $2,338-100.0% | - |
| Participant deferral / active EE | $4,833 | $2,061+134.5% | $2,931+64.9% | - |
| Admin fee / account holder | $239 | $1,598-85.0% | $4,380-94.5% | - |