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 | $107,853 |
ATWATER MALICK LLC5 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $101,463 |
PA RETIREMENT SOLUTIONS, INC.6+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $24,900 |
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 | $87,889 | $52,293+68.1% | $178,490-50.8% | $73,409+19.7% |
| Participation rate | 93.3% | 65.3%+28.0pp | 81.9%+11.4pp | 72.2%+21.1pp |
| Annual return | 16.99% | 34.75%-17.8pp | 151.07%-134.1pp | 59.29%-42.3pp |
| Employer contribution / active EE | $2,427 | $1,735+39.8% | $5,011-51.6% | $2,234+8.7% |
| Participant deferral / active EE | $4,231 | $2,332+81.4% | $5,202-18.7% | $3,805+11.2% |
| Admin fee / account holder | $243 | $127+90.5% | $13,984-98.3% | $158+53.7% |