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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,830 |
ACTUARIAL BENEFITS CORP2 years Service code 13 2790 SKYPARK DR SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $52,552 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $50,751 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,647 |
LTSP, INC.1 year Filed as: LTSP INC Service code 10 4685 MACARTHUR CT STE 300 · NEWPORT BEACH, CA 92660 | Accounting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,034 | $42,810+0.5% | $169,463-74.6% | $55,725-22.8% |
| Participation rate | 51.4% | 64.7%-13.4pp | 77.8%-26.4pp | 70.9%-19.5pp |
| Annual return | -5.85% | -3.61%-2.2pp | 1.83%-7.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,038 | $1,402-26.0% | $4,159-75.1% | $2,078-50.1% |
| Participant deferral / active EE | $2,923 | $3,141-7.0% | $5,277-44.6% | $3,356-12.9% |
| Admin fee / account holder | $291 | $106+173.3% | $9,109-96.8% | $115+152.6% |