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 INSURACE Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,201 |
Service code 99 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Other Fees | $16,945 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN Service code 27 16060 COLLECTION CENTER DRIVE · CHICAGO, IL 60693 | Advisory (Plan) | $16,159 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,564 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,869 | $43,133+62.0% | $89,391-21.8% | $73,488-4.9% |
| Participation rate | 95.8% | 55.0%+40.8pp | 68.0%+27.8pp | 70.7%+25.1pp |
| Annual return | 12.90% | 135.66%-122.8pp | 245.62%-232.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,577 | $1,438+9.6% | $2,586-39.0% | $2,270-30.6% |
| Participant deferral / active EE | $4,762 | $2,445+94.8% | $3,890+22.4% | $3,740+27.3% |
| Admin fee / account holder | $235 | $444-47.0% | $4,881-95.2% | $513-54.2% |