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: FIRST GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,588 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 55 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Other Commissions | $12,302 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $2,549 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,850 | $52,639-5.3% | $185,117-73.1% | $62,292-20.0% |
| Participation rate | 39.0% | 63.9%-24.9pp | 77.3%-38.3pp | 69.5%-30.5pp |
| Annual return | 19.66% | 19.57%+0.1pp | 40.50%-20.8pp | 28.90%-9.2pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,282 | $3,097-58.6% | $5,045-74.6% | $3,169-59.5% |
| Admin fee / account holder | $275 | $374-26.3% | $8,159-96.6% | $479-42.6% |