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 | $80,054 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $28,206 |
JM PENSION ADVISORY, INC.2 years Service code 13 · EIN 52-1910770 3905 NATIONAL DRIVE · BURTONSVILLE, MD 20866 | Contract Administrator | $900 |
Filed as: EMPOWER RETIREMENT ADV SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,595 | $75,388-67.4% | $123,544-80.1% | $55,725-55.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -6.77% | 4.48%-11.3pp | 119.20%-126.0pp | 244.93%-251.7pp |
| Employer contribution / active EE | $4,085 | $3,063+33.4% | $4,628-11.7% | $2,078+96.6% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $309 | $120+158.0% | $9,284-96.7% | $115+168.2% |