Filed March 14, 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 |
|---|---|---|
Service code 99 | Other Fees | $15,751 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $1,869 |
WATKINS ROSS1 year Service code 13 · EIN 38-1477362 | Contract Administrator | $224 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,178 | $78,422-23.3% | $95,952-37.3% | $79,858-24.6% |
| Participation rate | 78.1% | 73.5%+4.6pp | 77.1%+1.1pp | 69.6%+8.5pp |
| Annual return | 15.02% | 19.37%-4.4pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,415 | $1,945+24.2% | $2,541-4.9% | $2,471-2.2% |
| Participant deferral / active EE | $4,989 | $3,440+45.0% | $4,167+19.7% | $3,740+33.4% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |