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 | $101,028 |
COE ADMINISTRATORS, LLC6+ years Filed as: COE ADMINISTRATORS LLC Service code 13 · EIN 39-1949171 | Contract Administrator | $0 |
HORNOR TOWNSEND & KENT INC6+ years Service code 55 600 DRESHER RD #CIC · HORSHAM, PA 19044 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,842 | $79,519-49.9% | $95,952-58.5% | $73,409-45.7% |
| Participation rate | 89.3% | 81.2%+8.1pp | 77.1%+12.2pp | 72.2%+17.1pp |
| Annual return | 11.93% | 19.20%-7.3pp | 91.61%-79.7pp | 59.29%-47.4pp |
| Employer contribution / active EE | $290 | $2,048-85.9% | $2,541-88.6% | $2,234-87.0% |
| Participant deferral / active EE | $2,670 | $4,138-35.5% | $4,167-35.9% | $3,805-29.8% |
| Admin fee / account holder | $121 | $184-34.4% | $6,795-98.2% | $158-23.5% |