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 | $9,088 |
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 | $35,948 | $67,512-46.8% | $185,823-80.7% | $93,030-61.4% |
| Participation rate | 45.1% | 67.1%-22.1pp | 81.7%-36.6pp | 73.9%-28.8pp |
| Annual return | 15.18% | 21.04%-5.9pp | 122.05%-106.9pp | 158.70%-143.5pp |
| Employer contribution / active EE | $774 | $1,783-56.6% | $5,167-85.0% | $2,706-71.4% |
| Participant deferral / active EE | $1,099 | $3,035-63.8% | $5,568-80.3% | $4,562-75.9% |
| Admin fee / account holder | $15 | $318-95.1% | $16,237-99.9% | $152-89.8% |