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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.
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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 |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $39,296 |
LPL FINANCIAL6+ years Service code 27 · EIN 95-2834236 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $31,908 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,264 | $64,286-38.9% | $90,951-56.8% | $73,409-46.5% |
| Participation rate | 64.8% | 63.6%+1.2pp | 69.0%-4.2pp | 72.2%-7.3pp |
| Annual return | 25.21% | 21.45%+3.8pp | 134.60%-109.4pp | 59.29%-34.1pp |
| Employer contribution / active EE | $197 | $895-78.0% | $2,122-90.7% | $2,234-91.2% |
| Participant deferral / active EE | $2,423 | $2,453-1.2% | $3,373-28.1% | $3,805-36.3% |
| Admin fee / account holder | $254 | $287-11.4% | $5,959-95.7% | $158+61.1% |