See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WC ADMINISTRATORS, LLC5+ years Service code 13 6995 UNION PARK CENTER #320 · MIDVALE, UT 84047 | Contract Administrator | $26,010 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,436 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,449 | $55,214-24.9% | $104,607-60.4% | $73,488-43.6% |
| Participation rate | 59.5% | 67.8%-8.3pp | 74.1%-14.6pp | 70.7%-11.2pp |
| Annual return | 25.87% | 24.79%+1.1pp | 340.46%-314.6pp | 28.51%-2.6pp |
| Employer contribution / active EE | $1,860 | $1,468+26.7% | $2,681-30.6% | $2,270-18.1% |
| Participant deferral / active EE | $3,214 | $2,925+9.9% | $3,740-14.1% | $3,740-14.1% |
| Admin fee / account holder | $323 | $424-23.9% | $6,473-95.0% | $513-37.1% |