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 5-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 13 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $64,681 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,902 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,905 |
CEP CONSULTANTS, INC1+ years Filed as: CEP BENEFITS Service code 99 1800 WALT WHITMAN ROAD · MELVILLE, NY 11747 | Other Fees | $1,875 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,432 | $54,573-22.2% | $90,951-53.3% | $73,488-42.3% |
| Participation rate | 46.0% | 61.2%-15.2pp | 69.0%-23.0pp | 70.7%-24.7pp |
| Annual return | 20.62% | 16.69%+3.9pp | 134.60%-114.0pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,312 | $991+32.4% | $2,122-38.2% | $2,270-42.2% |
| Participant deferral / active EE | $1,858 | $2,517-26.2% | $3,373-44.9% | $3,740-50.3% |
| Admin fee / account holder | $50 | $521-90.5% | $5,959-99.2% | $513-90.3% |