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 |
|---|---|---|
HEFREN-TILLOTSON, INC.2 years Filed as: HEFREN-TILLOTSON INC Service code 27 308 7TH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $21,521 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,481 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,270 | $63,114-45.7% | $92,893-63.1% | $65,185-47.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.65% | 28.75%-8.1pp | 109.41%-88.8pp | 29.38%-8.7pp |
| Employer contribution / active EE | $3,238 | $2,571+26.0% | $3,653-11.3% | $2,177+48.8% |
| Participant deferral / active EE | $2,386 | $3,108-23.2% | $4,236-43.7% | $3,514-32.1% |
| Admin fee / account holder | $193 | $624-69.0% | $5,794-96.7% | $847-77.2% |