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 |
|---|---|---|
WHALEN CAPITAL3 years Filed as: WHALEN CAPITAL INC. Service code 27 · EIN 81-0563242 | Advisory (Plan) | $20,746 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,931 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $9,956 |
Service code 13 · EIN 74-3189371 | Contract Administrator | $9,348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,319 | $105,181-51.2% | $159,436-67.8% | $85,850-40.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 9.56% | 45.07%-35.5pp | 263.57%-254.0pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,190 | $3,318-64.1% | $4,829-75.4% | $2,565-53.6% |
| Participant deferral / active EE | $4,829 | $5,945-18.8% | $7,352-34.3% | $3,952+22.2% |
| Admin fee / account holder | $580 | $6,933-91.6% | $10,799-94.6% | $6,260-90.7% |