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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $95,330 |
COE ADMINISTRATORS, LLC5+ years Filed as: COE ADMINISTRATORS LLC Service code 13 · EIN 39-1949171 | Contract Administrator | $0 |
HORNOR TOWNSEND & KENT INC5+ years Service code 55 600 DRESHER RD #CIC · HORSHAM, PA 19044 | Other Commissions | $0 |
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 | $35,382 | $73,404-51.8% | $87,100-59.4% | $67,579-47.6% |
| Participation rate | 91.9% | 80.9%+11.0pp | 76.9%+15.0pp | 71.3%+20.6pp |
| Annual return | 20.65% | 48.29%-27.6pp | 28.19%-7.5pp | 378.56%-357.9pp |
| Employer contribution / active EE | $1,074 | $2,014-46.7% | $2,521-57.4% | $2,148-50.0% |
| Participant deferral / active EE | $2,704 | $3,913-30.9% | $4,049-33.2% | $3,539-23.6% |
| Admin fee / account holder | $107 | $142-24.7% | $7,497-98.6% | $142-25.1% |