See peer percentile detail. $4.99 for your first month.
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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 | $14,100 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,412 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $3,140 |
CEP CONSULTANTS, INC2+ years Filed as: CEP BENEFITS Service code 99 1373 VETERNS HIGHWAY, SUITE 10 · HAUPPAGUE, NY 11788 | Other Fees | $2,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,532 | $59,263-19.8% | $96,562-50.8% | $79,386-40.1% |
| Participation rate | 32.8% | 61.9%-29.1pp | 69.8%-37.0pp | 70.7%-37.9pp |
| Annual return | 12.13% | 27.07%-14.9pp | 37.78%-25.7pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,046 | $1,216-14.0% | $2,356-55.6% | $2,427-56.9% |
| Participant deferral / active EE | $1,569 | $2,948-46.8% | $3,849-59.2% | $4,046-61.2% |
| Admin fee / account holder | $61 | $658-90.7% | $6,181-99.0% | $626-90.2% |