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: GREST WEST LIFE & ANNUITY Service code 27 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $133,097 |
FLORIDA RETIREMENT CONSULTANTS5+ years Service code 15 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Recordkeeping | $82,556 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $67,779 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,454 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,047 | $40,113-77.4% | $84,015-89.2% | $77,787-88.4% |
| Participation rate | 78.2% | 62.8%+15.4pp | 69.0%+9.2pp | 73.2%+5.0pp |
| Annual return | 23.31% | 23.27%0pp | 71.31%-48.0pp | 32.57%-9.3pp |
| Employer contribution / active EE | $314 | $847-63.0% | $1,983-84.2% | $2,504-87.5% |
| Participant deferral / active EE | $2,292 | $2,030+12.9% | $3,239-29.2% | $3,967-42.2% |
| Admin fee / account holder | $83 | $92-9.1% | $6,101-98.6% | $100-16.8% |