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 | $36,247 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,381 |
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 | $18,102 | $52,293-65.4% | $178,490-89.9% | $73,409-75.3% |
| Participation rate | 82.8% | 65.3%+17.5pp | 81.9%+0.9pp | 72.2%+10.6pp |
| Annual return | 13.41% | 34.75%-21.3pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,790 | $1,735+3.2% | $5,011-64.3% | $2,234-19.9% |
| Participant deferral / active EE | $1,829 | $2,332-21.6% | $5,202-64.8% | $3,805-51.9% |
| Admin fee / account holder | $91 | $127-28.8% | $13,984-99.4% | $158-42.6% |