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 8-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: UNITED RETIREMENT PLAN CONSULTANTS Service code 64 · EIN 25-1759633 545 METRO PLACE SOUT, SUITE 240 · DUBLIN, OH 43017 | Recordkeeping Fees | $7,750 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $539 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,809 | $63,114+5.9% | $92,893-28.1% | $65,185+2.5% |
| Participation rate | 99.2% | 68.8%+30.4pp | 76.0%+23.2pp | 70.2%+29.0pp |
| Annual return | 13.96% | 28.75%-14.8pp | 109.41%-95.5pp | 29.38%-15.4pp |
| Employer contribution / active EE | $2,917 | $2,571+13.5% | $3,653-20.2% | $2,177+34.0% |
| Participant deferral / active EE | $5,141 | $3,108+65.4% | $4,236+21.4% | $3,514+46.3% |
| Admin fee / account holder | $54 | $624-91.4% | $5,794-99.1% | $847-93.6% |