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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping and ... | $41,000 |
CROSSROADS FINANCIAL MANAGEMENT4+ years Service code 27 13715 W 109TH STREET SUITE 110 · LENEXA, KS 66215 | Advisory (Plan) | $25,000 |
Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $75 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,293 | $69,159-73.5% | $125,175-85.4% | $67,579-72.9% |
| Participation rate | 82.5% | 78.2%+4.3pp | 79.8%+2.8pp | 71.3%+11.3pp |
| Annual return | 2.72% | 27.12%-24.4pp | 43.79%-41.1pp | 378.56%-375.8pp |
| Employer contribution / active EE | $1,857 | $2,023-8.2% | $3,865-52.0% | $2,148-13.5% |
| Participant deferral / active EE | $1,508 | $3,700-59.2% | $4,937-69.4% | $3,539-57.4% |
| Admin fee / account holder | $137 | $142-3.5% | $9,702-98.6% | $142-3.9% |