Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $36,253 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,111 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,878 | $47,456-56.0% | $172,739-87.9% | $77,787-73.2% |
| Participation rate | 37.9% | 66.3%-28.4pp | 82.6%-44.8pp | 73.2%-35.3pp |
| Annual return | 20.41% | 35.57%-15.2pp | 802.84%-782.4pp | 32.57%-12.2pp |
| Employer contribution / active EE | $407 | $1,574-74.1% | $5,143-92.1% | $2,504-83.7% |
| Participant deferral / active EE | $870 | $2,560-66.0% | $5,198-83.3% | $3,967-78.1% |
| Admin fee / account holder | $53 | $81-34.4% | $13,954-99.6% | $100-47.0% |