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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: MM SECURITIES Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $19,663 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,292 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES Service code 13 · EIN 84-1477138 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $15,056 |
Filed as: ADVISED ASSESTS GROUP Service code 28 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,152 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Claims ... | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,063 | $35,986+28.0% | $77,482-40.6% | $73,488-37.3% |
| Participation rate | 43.6% | 40.8%+2.7pp | 54.2%-10.6pp | 70.7%-27.1pp |
| Annual return | 13.66% | 19.26%-5.6pp | 54.79%-41.1pp | 28.51%-14.9pp |
| Employer contribution / active EE | $158 | $557-71.7% | $986-84.0% | $2,270-93.1% |
| Participant deferral / active EE | $1,600 | $1,198+33.6% | $1,861-14.0% | $3,740-57.2% |
| Admin fee / account holder | $259 | $466-44.3% | $2,858-90.9% | $513-49.5% |