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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: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 99 · EIN 52-0783935 | Other Fees | $6,900 |
Filed as: GREAT-WEST Service code 63 | 12b-1 Fees | $6,323 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,963 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,363 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 401 S TRYON ST · CHARLOTTE, NC 28081 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,856 | $46,292-70.1% | $143,757-90.4% | $64,808-78.6% |
| Participation rate | 43.8% | 64.2%-20.4pp | 80.3%-36.5pp | 71.5%-27.7pp |
| Annual return | -15.63% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $522 | $1,910-72.7% | $4,951-89.5% | $2,506-79.2% |
| Participant deferral / active EE | $654 | $2,646-75.3% | $5,637-88.4% | $4,310-84.8% |
| Admin fee / account holder | $55 | $154-64.5% | $14,673-99.6% | $188-70.9% |