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 INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $150,732 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, INC. Service code 27 · EIN 83-1143379 | Advisory (Plan) | $65,225 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS Service code 10 · EIN 54-0504608 | Accounting | $14,395 |
RSM US LLP6 years Service code 10 · EIN 54-0504608 | Accounting | $6,000 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN5 years Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,420 | $111,491-27.9% | $189,513-57.6% | $86,799-7.3% |
| Participation rate | 87.8% | 87.3%+0.5pp | 87.8%0pp | 72.3%+15.5pp |
| Annual return | 17.46% | 83.50%-66.0pp | 555.15%-537.7pp | 97.91%-80.4pp |
| Employer contribution / active EE | $3,369 | $3,951-14.7% | $6,162-45.3% | $2,405+40.1% |
| Participant deferral / active EE | $5,177 | $6,437-19.6% | $8,221-37.0% | $4,131+25.3% |
| Admin fee / account holder | $391 | $189+107.0% | $12,045-96.8% | $170+130.3% |