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 9-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 49 · EIN 84-0467907 | Other Services | $263,420 |
MSJC LLP5 years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $104,693 |
BKD, LLP1 year Filed as: DHG Service code 10 · EIN 56-0747981 | Accounting | $15,540 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS, INC. Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,636 | $50,956-4.6% | $96,562-49.6% | $86,799-44.0% |
| Participation rate | 91.8% | 65.2%+26.6pp | 69.8%+22.0pp | 72.3%+19.6pp |
| Annual return | 13.02% | 21.27%-8.2pp | 37.78%-24.8pp | 97.91%-84.9pp |
| Employer contribution / active EE | $862 | $1,111-22.4% | $2,356-63.4% | $2,405-64.2% |
| Participant deferral / active EE | $4,216 | $2,954+42.7% | $3,849+9.5% | $4,131+2.1% |
| Admin fee / account holder | $285 | $166+71.8% | $6,181-95.4% | $170+68.2% |