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 | $27,962 |
L M KOHN & COMPANY4+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $14,566 |
NBT BANCORP NA4+ years Filed as: NBT BANK NA Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $8,119 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,716 | $58,577+7.1% | $83,333-24.7% | $64,186-2.3% |
| Participation rate | 77.1% | 72.0%+5.1pp | 77.8%-0.7pp | 69.6%+7.5pp |
| Annual return | -6.23% | 9.65%-15.9pp | 10.63%-16.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $734 | $2,098-65.0% | $3,379-78.3% | $2,381-69.2% |
| Participant deferral / active EE | $6,784 | $4,654+45.8% | $5,565+21.9% | $3,470+95.5% |
| Admin fee / account holder | $269 | $9,275-97.1% | $7,510-96.4% | $4,888-94.5% |