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 COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,893 |
L M KOHN & COMPANY3+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $15,595 |
NBT BANCORP NA3+ years Filed as: NBT BANK NA Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $8,892 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,616 | $64,348-1.1% | $90,160-29.4% | $70,131-9.3% |
| Participation rate | 70.4% | 70.4%0pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 17.39% | 28.13%-10.7pp | 34.88%-17.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $687 | $2,046-66.4% | $3,318-79.3% | $2,342-70.7% |
| Participant deferral / active EE | $9,157 | $4,389+108.7% | $5,288+73.2% | $3,332+174.8% |
| Admin fee / account holder | $295 | $3,944-92.5% | $5,943-95.0% | $4,645-93.6% |