Filed July 17, 2015
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 TRUST COMPANY, LLC (NY) Service code 15 · EIN 84-0467907 | Recordkeeping | $59,474 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $35,400 |
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 | $143,252 | $56,095+155.4% | $178,490-19.7% | $90,288+58.7% |
| Participation rate | 70.3% | 65.6%+4.7pp | 81.9%-11.6pp | 73.4%-3.1pp |
| Annual return | 13.88% | 28.81%-14.9pp | 151.07%-137.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $3,565 | $1,572+126.7% | $5,011-28.8% | $2,524+41.2% |
| Participant deferral / active EE | $7,277 | $2,669+172.7% | $5,202+39.9% | $4,232+71.9% |
| Admin fee / account holder | $51 | $101-49.6% | $13,984-99.6% | $114-55.6% |