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) | $197,648 |
FLORIDA RETIREMENT CONSULTANTS6+ years Service code 15 4919 VAN DYKE RD · LUTZ, FL 33558 | Recordkeeping | $113,800 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $63,488 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,155 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $8,678 | $43,466-80.0% | $90,951-90.5% | $90,288-90.4% |
| Participation rate | 86.9% | 62.5%+24.4pp | 69.0%+17.8pp | 73.4%+13.5pp |
| Annual return | 15.48% | 25.26%-9.8pp | 134.60%-119.1pp | 53.97%-38.5pp |
| Employer contribution / active EE | $315 | $840-62.5% | $2,122-85.2% | $2,524-87.5% |
| Participant deferral / active EE | $2,457 | $2,138+14.9% | $3,373-27.2% | $4,232-41.9% |
| Admin fee / account holder | $82 | $92-11.3% | $5,959-98.6% | $114-28.5% |