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 INSURANCE Service code 64 8515 EAST ORACHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,910 |
Service code 13 5212 KATELLA AVE SUITE 206 · LOS ALAMITOS, CA 90720 | Contract Administrator | $15,029 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,577 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE., 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $42 |
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 | $112,076 | $81,474+37.6% | $133,956-16.3% | $73,488+52.5% |
| Participation rate | 89.8% | 76.4%+13.5pp | 79.8%+10.0pp | 70.7%+19.2pp |
| Annual return | 23.70% | 19.40%+4.3pp | 45.09%-21.4pp | 28.51%-4.8pp |
| Employer contribution / active EE | $2,456 | $2,209+11.2% | $3,919-37.3% | $2,270+8.2% |
| Participant deferral / active EE | $5,691 | $3,786+50.3% | $5,048+12.7% | $3,740+52.2% |
| Admin fee / account holder | $220 | $713-69.1% | $8,927-97.5% | $513-57.1% |