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 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $29,610 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,598 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $91,783 | $63,299+45.0% | $91,001+0.9% | $62,292+47.3% |
| Participation rate | 98.3% | 73.3%+25.0pp | 75.6%+22.7pp | 69.5%+28.8pp |
| Annual return | 15.33% | 20.99%-5.7pp | 4.60%+10.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $652 | $1,807-63.9% | $2,456-73.5% | $2,042-68.1% |
| Participant deferral / active EE | $4,659 | $2,943+58.3% | $3,547+31.3% | $3,169+47.0% |
| Admin fee / account holder | $8 | $468-98.3% | $5,417-99.8% | $479-98.3% |