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 INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,218 |
Service code 27 4800 DEER LAKE DR E FL1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $23,047 |
Filed as: STALKER & ASSOCIATES Service code 13 · EIN 23-2756743 301 S. STATE ST STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $4,254 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,504 | $98,750-3.3% | $149,696-36.2% | $79,858+19.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.96% | 27.43%-26.5pp | 276.60%-275.6pp | 31.71%-30.8pp |
| Employer contribution / active EE | $10,045 | $3,216+212.3% | $4,644+116.3% | $2,471+306.5% |
| Participant deferral / active EE | $8,882 | $5,680+56.4% | $6,842+29.8% | $3,740+137.5% |
| Admin fee / account holder | $343 | $6,053-94.3% | $9,309-96.3% | $5,306-93.5% |