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 INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,483 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,268 |
Filed as: RETIREMENT PLAN ADMINISTRATION INC Service code 13 · EIN 35-2325143 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,853 | $58,726+20.6% | $92,233-23.2% | $62,292+13.7% |
| Participation rate | 75.2% | 68.3%+6.8pp | 76.5%-1.3pp | 69.5%+5.7pp |
| Annual return | 15.34% | 43.62%-28.3pp | 176.28%-160.9pp | 28.90%-13.6pp |
| Employer contribution / active EE | $679 | $2,392-71.6% | $3,679-81.5% | $2,042-66.8% |
| Participant deferral / active EE | $2,801 | $2,766+1.3% | $3,897-28.1% | $3,169-11.6% |
| Admin fee / account holder | $286 | $556-48.6% | $5,194-94.5% | $479-40.3% |