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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.
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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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $230,434 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $80,000 |
POSTLETHWAITE & NETTERVILLE1+ years Filed as: POSTLETHWAITE&NETTERVILLE.P.A.P Service code 27 · EIN 72-1202445 | Advisory (Plan) | $35,000 |
TD AMERITRADE, INC.1+ years Service code 59 | Shareholder Servicing | $0 |
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 | $51,443 | $41,617+23.6% | $84,611-39.2% | $77,787-33.9% |
| Participation rate | 84.3% | 45.0%+39.3pp | 68.2%+16.1pp | 73.2%+11.1pp |
| Annual return | 21.04% | 24.97%-3.9pp | 258.74%-237.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $1,762 | $1,061+66.0% | $2,652-33.6% | $2,504-29.7% |
| Participant deferral / active EE | $5,073 | $2,129+138.3% | $3,899+30.1% | $3,967+27.9% |
| Admin fee / account holder | $89 | $121-26.5% | $4,912-98.2% | $100-11.1% |