See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: PENSION ADVISORS Service code 27 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Advisory (Plan) | $38,615 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $15,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,742 | $52,953+35.5% | $172,739-58.5% | $65,185+10.1% |
| Participation rate | 87.2% | 66.2%+21.0pp | 82.6%+4.6pp | 70.2%+17.0pp |
| Annual return | 20.85% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.5pp |
| Employer contribution / active EE | $3,195 | $2,190+45.9% | $5,143-37.9% | $2,177+46.8% |
| Participant deferral / active EE | $2,547 | $2,471+3.1% | $5,198-51.0% | $3,514-27.5% |
| Admin fee / account holder | $527 | $472+11.8% | $13,954-96.2% | $847-37.7% |