Filed October 14, 2022 (most recent of 4 filings on file)
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,894 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,240 | $47,456-67.9% | $172,739-91.2% | $77,787-80.4% |
| Participation rate | 46.5% | 66.3%-19.8pp | 82.6%-36.2pp | 73.2%-26.7pp |
| Annual return | 19.07% | 35.57%-16.5pp | 802.84%-783.8pp | 32.57%-13.5pp |
| Employer contribution / active EE | $985 | $1,574-37.4% | $5,143-80.8% | $2,504-60.7% |
| Participant deferral / active EE | $976 | $2,560-61.9% | $5,198-81.2% | $3,967-75.4% |
| Admin fee / account holder | $87 | $81+7.3% | $13,954-99.4% | $100-13.3% |