Filed January 20, 2023
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 INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,363 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 55 | Other Commissions | $30,452 |
LOREN D. STARK COMPANY3+ years Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $12,070 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,170 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISIOR NETWORKS LLC Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $11,396 | $34,242-66.7% | $76,523-85.1% | $75,289-84.9% |
| Participation rate | 24.1% | 43.9%-19.9pp | 68.0%-43.9pp | 72.4%-48.4pp |
| Annual return | -0.32% | -0.98%+0.7pp | -0.27%0pp | -0.04%-0.3pp |
| Employer contribution / active EE | $513 | $975-47.3% | $2,647-80.6% | $2,405-78.7% |
| Participant deferral / active EE | $1,257 | $1,872-32.9% | $3,835-67.2% | $3,739-66.4% |
| Admin fee / account holder | $119 | $112+6.3% | $4,848-97.5% | $102+16.3% |