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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $48,391 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL SERV. ADV Service code 27 | Advisory (Plan) | $31,972 |
MALCOLM THOMPSON & ASSOCIATES4+ years Service code 13 · EIN 26-4203770 | Contract Administrator | $4,401 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,934 | $62,267-34.3% | $110,238-62.9% | $55,725-26.5% |
| Participation rate | 48.6% | 78.1%-29.5pp | 79.8%-31.2pp | 70.9%-22.3pp |
| Annual return | -3.18% | -1.07%-2.1pp | 314.74%-317.9pp | 244.93%-248.1pp |
| Employer contribution / active EE | $966 | $1,941-50.2% | $3,826-74.7% | $2,078-53.5% |
| Participant deferral / active EE | $2,232 | $3,516-36.5% | $4,672-52.2% | $3,356-33.5% |
| Admin fee / account holder | $271 | $121+123.8% | $8,547-96.8% | $115+134.9% |