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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 |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY INSURAN Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $71,382 |
Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 PO BOX 822215 · PHILADELPHIA, PA 19182 | Other Commissions | $54,055 |
Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $13,790 |
Filed as: CONSULTING ACTUARIAL GROUP INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,474 |
CONSULTING ACTUARIAL GROUP, INC.6+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,684 | $52,670+57.0% | $90,404-8.5% | $73,409+12.6% |
| Participation rate | 42.1% | 67.7%-25.6pp | 72.7%-30.6pp | 72.2%-30.1pp |
| Annual return | 13.80% | 20.70%-6.9pp | 1293.02%-1279.2pp | 59.29%-45.5pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,873 | $2,807+73.6% | $3,963+23.0% | $3,805+28.1% |
| Admin fee / account holder | $346 | $117+196.7% | $5,611-93.8% | $158+119.4% |