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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEWICH VILLAGE, CO 80111 | Recordkeeping Fees | $17,817 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 26 11350 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 66211 | Advisory (Participants) | $3,347 |
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 | $37,963 | $56,629-33.0% | $77,999-51.3% | $55,167-31.2% |
| Participation rate | 77.3% | 73.3%+4.0pp | 75.5%+1.8pp | 69.0%+8.3pp |
| Annual return | 5.62% | 2866.98%-2861.4pp | 425.96%-420.3pp | 169.23%-163.6pp |
| Employer contribution / active EE | $268 | $1,723-84.4% | $2,470-89.2% | $1,963-86.3% |
| Participant deferral / active EE | $1,748 | $2,777-37.1% | $3,497-50.0% | $3,054-42.8% |
| Admin fee / account holder | $126 | $467-73.0% | $5,480-97.7% | $504-75.0% |