See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 50 · EIN 44-0160260 | Direct Payment | $9,600 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,527 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $137 |
USI CONSULTING GROUP8+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,034 | $73,004+74.0% | $90,749+40.0% | $68,494+85.5% |
| Participation rate | 63.4% | 70.8%-7.4pp | 75.7%-12.3pp | 67.9%-4.5pp |
| Annual return | -9.19% | -13.81%+4.6pp | -12.16%+3.0pp | -7.84%-1.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,557 | $3,627-29.5% | $4,564-44.0% | $4,027-36.5% |
| Admin fee / account holder | $259 | $5,896-95.6% | $8,445-96.9% | $5,403-95.2% |