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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,182 |
METRO BENEFITS, INC.1 year Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $65 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
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 | $54,457 | $52,953+2.8% | $172,739-68.5% | $65,185-16.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.20% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,865 | $2,190+30.8% | $5,143-44.3% | $2,177+31.6% |
| Participant deferral / active EE | $3,788 | $2,471+53.3% | $5,198-27.1% | $3,514+7.8% |
| Admin fee / account holder | $44 | $472-90.6% | $13,954-99.7% | $847-94.8% |