Filed January 31, 2024 (most recent of 2 filings on file)
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 INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $154,503 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $53,210 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BAIRD FUNDS5 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
COHEN & STEERS5 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
FEDERATED3 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,738 | $48,166+15.7% | $96,562-42.3% | $93,030-40.1% |
| Participation rate | 90.8% | 65.1%+25.7pp | 69.8%+21.0pp | 73.9%+16.9pp |
| Annual return | 95.01% | 21.31%+73.7pp | 37.78%+57.2pp | 158.70%-63.7pp |
| Employer contribution / active EE | $492 | $1,070-54.0% | $2,356-79.1% | $2,706-81.8% |
| Participant deferral / active EE | $2,234 | $2,576-13.3% | $3,849-42.0% | $4,562-51.0% |
| Admin fee / account holder | $177 | $110+60.5% | $6,181-97.1% | $152+16.7% |