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 AND ANNUITY INS Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,271 |
Filed as: RESOURCES INVESTMENT Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,956 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,690 | $65,376-28.6% | $87,100-46.4% | $65,185-28.4% |
| Participation rate | 42.6% | 75.3%-32.7pp | 76.9%-34.2pp | 70.2%-27.6pp |
| Annual return | 18.28% | 31.27%-13.0pp | 28.19%-9.9pp | 29.38%-11.1pp |
| Employer contribution / active EE | $259 | $1,822-85.8% | $2,521-89.7% | $2,177-88.1% |
| Participant deferral / active EE | $832 | $3,388-75.5% | $4,049-79.5% | $3,514-76.3% |
| Admin fee / account holder | $452 | $520-13.1% | $7,497-94.0% | $847-46.7% |