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 9-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: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,889 |
SAN DIEGO PENSION CONSULTANTS1+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $570 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,536 | $48,313-32.7% | $73,307-55.6% | $52,331-37.8% |
| Participation rate | 31.3% | 68.6%-37.3pp | 74.9%-43.7pp | 68.1%-36.9pp |
| Annual return | 37.32% | 3.85%+33.5pp | 5.67%+31.7pp | 4.54%+32.8pp |
| Employer contribution / active EE | $928 | $1,661-44.2% | $3,237-71.3% | $1,882-50.7% |
| Participant deferral / active EE | $1,808 | $4,189-56.8% | $4,991-63.8% | $3,022-40.2% |
| Admin fee / account holder | $224 | $404-44.7% | $5,637-96.0% | $592-62.2% |