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 Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $23,924 |
Service code 49 1 NEW YORK PLAZ 12TH FL · NEW YORK, NY 10004 | Other Services | $23,094 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY DW INC Service code 49 | Other Services | $14,996 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,138 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 14 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Plan Administrator | $5,974 |
Annual investment return 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 | $33,787 | $52,293-35.4% | $178,490-81.1% | $73,409-54.0% |
| Participation rate | 74.7% | 65.3%+9.4pp | 81.9%-7.2pp | 72.2%+2.6pp |
| Annual return | 5.54% | 34.75%-29.2pp | 151.07%-145.5pp | 59.29%-53.8pp |
| Employer contribution / active EE | $1,555 | $1,735-10.4% | $5,011-69.0% | $2,234-30.4% |
| Participant deferral / active EE | $1,667 | $2,332-28.5% | $5,202-67.9% | $3,805-56.2% |
| Admin fee / account holder | $140 | $127+9.9% | $13,984-99.0% | $158-11.4% |