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 | $36,311 |
L M KOHN & COMPANY6+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $16,637 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA DOWNEAST PENSION SE Service code 13 | Contract Administrator | $8,559 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA DOWNEAST PENSION SR Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $950 |
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 | $80,878 | $66,813+21.1% | $100,516-19.5% | $73,488+10.1% |
| Participation rate | 85.8% | 77.5%+8.4pp | 79.4%+6.4pp | 70.7%+15.2pp |
| Annual return | 26.03% | 25.70%+0.3pp | 30.89%-4.9pp | 28.51%-2.5pp |
| Employer contribution / active EE | $1,346 | $2,147-37.3% | $3,418-60.6% | $2,270-40.7% |
| Participant deferral / active EE | $7,878 | $5,883+33.9% | $6,270+25.7% | $3,740+110.7% |
| Admin fee / account holder | $284 | $512-44.6% | $8,081-96.5% | $513-44.7% |