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 |
|---|---|---|
SAGEPOINT FINANCIAL INC3+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 11221 ROE AVENUE · LEAWOOD, KS 66211 | Advisory (Plan) | $15,825 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,066 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 SUITE 185 · OVERLAND PARK, KS 66219 | Contract Administrator | $8,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,565 | $63,299-59.6% | $91,001-71.9% | $62,292-59.0% |
| Participation rate | 61.9% | 73.3%-11.4pp | 75.6%-13.7pp | 69.5%-7.6pp |
| Annual return | 13.78% | 20.99%-7.2pp | 4.60%+9.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $590 | $1,807-67.3% | $2,456-76.0% | $2,042-71.1% |
| Participant deferral / active EE | $1,538 | $2,943-47.7% | $3,547-56.7% | $3,169-51.5% |
| Admin fee / account holder | $58 | $468-87.6% | $5,417-98.9% | $479-87.9% |