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 15 · EIN 84-0467907 | Recordkeeping | $67,623 |
Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 16 · EIN 20-4668732 | Consulting | $28,771 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 49 · EIN 23-0891050 | Other Services | $21,900 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,272 | $58,655+128.9% | $91,989+46.0% | $65,185+106.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 18.96% | 33.92%-15.0pp | 69.02%-50.1pp | 29.38%-10.4pp |
| Employer contribution / active EE | $7,534 | $2,080+262.1% | $3,452+118.3% | $2,177+246.1% |
| Participant deferral / active EE | $7,854 | $5,474+43.5% | $5,923+32.6% | $3,514+123.5% |
| Admin fee / account holder | $483 | $434+11.3% | $7,743-93.8% | $847-43.0% |