See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 55 | Other Commissions | $28,717 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,756 |
RETIREMENT STRATEGIES, INC.6+ years Filed as: RETIREMENT STRATEGIES, LLC Service code 13 107 W MAIN STREET · LITTLE CHUTE, WI 54140 | Contract Administrator | $8,142 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,311 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,709 | $66,124-23.3% | $90,404-43.9% | $73,488-31.0% |
| Participation rate | 79.6% | 69.7%+9.9pp | 72.7%+6.9pp | 70.7%+8.9pp |
| Annual return | 13.48% | 17.65%-4.2pp | 1293.02%-1279.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $345 | $2,346-85.3% | $3,262-89.4% | $2,270-84.8% |
| Participant deferral / active EE | $4,289 | $3,039+41.1% | $3,963+8.2% | $3,740+14.7% |
| Admin fee / account holder | $145 | $396-63.3% | $5,611-97.4% | $513-71.7% |