Filed April 5, 2016
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 INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $66,866 |
Filed as: GREGORY J SCHWARTZ & CO,INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $32,408 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,383 |
BDO USA, LLP6 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,204 | $65,435+320.6% | $86,677+217.5% | $66,914+311.3% |
| Participation rate | 98.1% | 75.5%+22.7pp | 76.6%+21.5pp | 69.8%+28.3pp |
| Annual return | -12.17% | -10.89%-1.3pp | 35.91%-48.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $4,335 | $2,153+101.3% | $2,836+52.8% | $2,544+70.4% |
| Participant deferral / active EE | $7,023 | $4,100+71.3% | $4,656+50.9% | $4,237+65.8% |
| Admin fee / account holder | $1,113 | $642+73.5% | $7,493-85.1% | $593+87.7% |