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 7-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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $450 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $130 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
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 | $94,668 | $54,320+74.3% | $67,652+39.9% | $52,331+80.9% |
| Participation rate | 96.5% | 73.6%+22.9pp | 75.7%+20.8pp | 68.1%+28.4pp |
| Annual return | -0.21% | 6.81%-7.0pp | 6625.04%-6625.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,325 | $1,544+50.6% | $2,266+2.6% | $1,882+23.6% |
| Participant deferral / active EE | $5,415 | $2,950+83.6% | $3,560+52.1% | $3,022+79.2% |
| Admin fee / account holder | $17 | $527-96.8% | $4,821-99.6% | $592-97.1% |