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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,387 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $39,863 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,465 | $176,491-70.8% | $95,952-46.4% | $90,288-43.0% |
| Participation rate | 98.2% | 86.6%+11.7pp | 77.1%+21.2pp | 73.4%+24.9pp |
| Annual return | 11.83% | 20.14%-8.3pp | 91.61%-79.8pp | 53.97%-42.1pp |
| Employer contribution / active EE | $1,413 | $2,789-49.3% | $2,541-44.4% | $2,524-44.0% |
| Participant deferral / active EE | $3,837 | $5,340-28.1% | $4,167-7.9% | $4,232-9.3% |
| Admin fee / account holder | $92 | $154-40.5% | $6,795-98.7% | $114-19.7% |