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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $30,481 |
Service code 55 | Other Commissions | $6,997 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 | Contract Administrator | $3,108 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Filed as: CBIZ BENEFITS & INS INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
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 | $23,840 | $55,453-57.0% | $170,442-86.0% | $62,292-61.7% |
| Participation rate | 84.4% | 66.4%+18.1pp | 83.6%+0.8pp | 69.5%+14.9pp |
| Annual return | 13.64% | 21.38%-7.7pp | 205.93%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,417 | $2,164-34.5% | $5,433-73.9% | $2,042-30.6% |
| Participant deferral / active EE | $2,213 | $2,303-3.9% | $4,939-55.2% | $3,169-30.2% |
| Admin fee / account holder | $187 | $455-59.0% | $13,880-98.7% | $479-61.1% |