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 & ANNITY Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $19,296 |
Filed as: RIMKUS MARCIANO & ASSOCIATES Service code 13 | Contract Administrator | $4,060 |
Filed as: RIMKUS MARCIANO & ASSOCIATES INC Service code 13 3136 WINTON RD STE 300 · ROCHESTER, NY 146232928 | Contract Administrator | $2,800 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $361 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,023 | $47,922-37.4% | $75,886-60.4% | $65,185-53.9% |
| Participation rate | 85.2% | 63.0%+22.2pp | 69.3%+15.9pp | 70.2%+15.0pp |
| Annual return | 2.42% | 24.12%-21.7pp | 30.76%-28.3pp | 29.38%-27.0pp |
| Employer contribution / active EE | $1,619 | $1,557+4.0% | $2,500-35.2% | $2,177-25.6% |
| Participant deferral / active EE | $2,851 | $2,550+11.8% | $3,603-20.9% | $3,514-18.9% |
| Admin fee / account holder | $120 | $532-77.5% | $5,418-97.8% | $847-85.9% |