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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,829 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN N KANTER & ASSOC Service code 13 1966 GREENSPRING DR SUITE 104 · LUTHERVILLE, MD 21093 | Contract Administrator | $0 |
INVESTORS CAPITAL CORPORATION1+ years Filed as: INVESTORS CAPITAL Service code 55 230 BROADWAY E SUITE 203 · LYNNFIELD, MA 01940 | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $27,239 | $37,117-26.6% | $147,614-81.5% | $55,191-50.6% |
| Participation rate | 16.8% | 63.6%-46.8pp | 84.6%-67.8pp | 69.2%-52.4pp |
| Annual return | -1.61% | 3.44%-5.1pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $189 | $1,620-88.3% | $5,564-96.6% | $1,899-90.0% |
| Participant deferral / active EE | $400 | $1,985-79.9% | $4,895-91.8% | $3,046-86.9% |
| Admin fee / account holder | $283 | $86+230.6% | $11,611-97.6% | $91+211.7% |