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 COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $33,818 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $16,167 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $8,868 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,621 |
BENEFITS MANAGEMENT GROUP, INC.4+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $7,435 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $5,000 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $896 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,196 | $56,443-19.9% | $83,848-46.1% | $55,725-18.9% |
| Participation rate | 94.4% | 72.0%+22.3pp | 76.1%+18.2pp | 70.9%+23.5pp |
| Annual return | -4.95% | 393.67%-398.6pp | 850.88%-855.8pp | 244.93%-249.9pp |
| Employer contribution / active EE | $170 | $2,682-93.7% | $3,631-95.3% | $2,078-91.8% |
| Participant deferral / active EE | $3,079 | $2,965+3.8% | $4,082-24.6% | $3,356-8.2% |
| Admin fee / account holder | $167 | $156+6.9% | $5,478-97.0% | $115+45.0% |