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 INSURANC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,121 |
HEFREN-TILLOTSON, INC.1 year Filed as: HEFREN-TILLOTSON INC Service code 27 308 7TH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $11,298 |
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 | $30,677 | $55,449-44.7% | $83,848-63.4% | $56,287-45.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -7.48% | -1.38%-6.1pp | 850.88%-858.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $3,431 | $2,430+41.2% | $3,631-5.5% | $2,111+62.5% |
| Participant deferral / active EE | $2,302 | $2,935-21.6% | $4,082-43.6% | $3,350-31.3% |
| Admin fee / account holder | $102 | $656-84.5% | $5,478-98.1% | $521-80.5% |