Filed June 13, 2019
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 9-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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114,929 |
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Advisory (Plan) | $76,600 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,978 |
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 | $101,499 | $111,608-9.1% | $177,821-42.9% | $73,409+38.3% |
| Participation rate | 99.2% | 87.9%+11.4pp | 87.7%+11.5pp | 72.2%+27.1pp |
| Annual return | 22.39% | 18.23%+4.2pp | 48.32%-25.9pp | 59.29%-36.9pp |
| Employer contribution / active EE | $3,796 | $3,7960% | $5,918-35.9% | $2,234+69.9% |
| Participant deferral / active EE | $5,697 | $6,199-8.1% | $7,714-26.1% | $3,805+49.7% |
| Admin fee / account holder | $213 | $166+28.4% | $12,427-98.3% | $158+34.7% |