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 51 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $75,934 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $22,125 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,352 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $9,761 |
BENEFITS MANAGEMENT GROUP, INC.7+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $8,060 |
JOHNSON & KROL, LLC5 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $7,000 |
AMALGAMATED BANK5 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $3,032 |
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 | $65,346 | $78,275-16.5% | $109,143-40.1% | $86,799-24.7% |
| Participation rate | 88.8% | 73.8%+15.0pp | 75.9%+12.9pp | 72.3%+16.5pp |
| Annual return | 12.75% | 19.14%-6.4pp | 25.75%-13.0pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,930 | $3,105-37.8% | $3,722-48.2% | $2,405-19.8% |
| Participant deferral / active EE | $2,908 | $3,641-20.1% | $4,653-37.5% | $4,131-29.6% |
| Admin fee / account holder | $237 | $198+19.3% | $6,752-96.5% | $170+39.7% |