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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,825 |
IBN FINANCIAL SERVICES, INC.2 years Service code 55 8035 OSWEGO RD. · LIVERPOOL, NY 13090 | Other Commissions | $51,870 |
Service code 13 2 HARTFORD DRIVE, STE.101 · RED BANK, NJ 07701 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,400 | $48,576+86.1% | $169,463-46.7% | $56,287+60.6% |
| Participation rate | 87.2% | 65.8%+21.4pp | 77.8%+9.5pp | 69.9%+17.4pp |
| Annual return | -4.55% | -2.51%-2.0pp | 1.83%-6.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $6,716 | $1,559+330.7% | $4,159+61.5% | $2,111+218.1% |
| Participant deferral / active EE | $4,193 | $3,275+28.0% | $5,277-20.5% | $3,350+25.2% |
| Admin fee / account holder | $442 | $435+1.6% | $9,109-95.1% | $521-15.1% |