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 |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $19,415 |
Filed as: GREAT-WEST LIFE & ANNUITY INSRUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,065 |
Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $4,510 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,208 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS, INC. Service code 13 | Contract Administrator | $1,037 |
Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $585 |
PREMIER PLAN CONSULTANTS1 year Service code 13 6215 FERRIS SQ · SAN DIEGO, CA 92121 | Contract Administrator | $150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,730 | $98,750-29.4% | $149,696-53.4% | $79,858-12.7% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 21.38% | 27.43%-6.0pp | 276.60%-255.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,623 | $5,680+16.6% | $6,842-3.2% | $3,740+77.1% |
| Admin fee / account holder | $317 | $6,053-94.8% | $9,309-96.6% | $5,306-94.0% |