See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,839 |
DUNBAR, BENDER & ZAPF, INC.6+ years Service code 13 437 GRANT ST., SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $10,000 |
SMITH LEWIS CHESS & COMPANY LLP6+ years Service code 10 670 CHERRY TREE LANE · UNIONTOWN, PA 15401 | Accounting | $9,250 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,188 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,541 | $54,573+106.2% | $90,951+23.7% | $73,488+53.1% |
| Participation rate | 71.6% | 61.2%+10.4pp | 69.0%+2.5pp | 70.7%+0.9pp |
| Annual return | 14.03% | 16.69%-2.7pp | 134.60%-120.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,102 | $2,517-16.5% | $3,373-37.7% | $3,740-43.8% |
| Admin fee / account holder | $381 | $521-26.8% | $5,959-93.6% | $513-25.6% |