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 AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GRENNVILLE, CO 80111 | Recordkeeping Fees | $50,566 |
LPL FINANCIAL3+ years Service code 27 POST OFFICE BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $41,862 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $10,500 |
Service code 13 | Contract Administrator | $10,465 |
CONTINENTAL BENEFITS GROUP, INC.3+ years Filed as: CONTINENTAL BENEFITS GROUP Service code 13 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Contract Administrator | $350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,169 | $59,186+13.5% | $76,768-12.5% | $56,287+19.3% |
| Participation rate | 99.3% | 75.2%+24.1pp | 77.0%+22.3pp | 69.9%+29.4pp |
| Annual return | -6.59% | 6.62%-13.2pp | 2.43%-9.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $6,796 | $1,759+286.4% | $2,485+173.4% | $2,111+221.9% |
| Participant deferral / active EE | $4,701 | $3,255+44.4% | $3,852+22.1% | $3,350+40.3% |
| Admin fee / account holder | $386 | $489-21.0% | $6,675-94.2% | $521-25.9% |