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 | $33,737 |
L M KOHN & COMPANY5+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $14,795 |
Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $8,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,085 | $63,355+18.5% | $91,989-18.4% | $72,985+2.9% |
| Participation rate | 80.4% | 72.5%+7.9pp | 78.6%+1.8pp | 69.5%+10.9pp |
| Annual return | 27.48% | 35.35%-7.9pp | 69.02%-41.5pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,295 | $2,116-38.8% | $3,452-62.5% | $2,440-46.9% |
| Participant deferral / active EE | $7,753 | $4,883+58.8% | $5,923+30.9% | $3,607+114.9% |
| Admin fee / account holder | $302 | $4,668-93.5% | $7,743-96.1% | $5,124-94.1% |