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 |
|---|---|---|
Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $18,283 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,749 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,913 | $65,223-69.5% | $80,019-75.1% | $55,725-64.3% |
| Participation rate | 86.2% | 80.6%+5.6pp | 75.8%+10.3pp | 70.9%+15.3pp |
| Annual return | -0.54% | 7.59%-8.1pp | 11.22%-11.8pp | 244.93%-245.5pp |
| Employer contribution / active EE | $1,032 | $2,544-59.4% | $2,468-58.2% | $2,078-50.3% |
| Participant deferral / active EE | $2,333 | $3,881-39.9% | $3,686-36.7% | $3,356-30.5% |
| Admin fee / account holder | $2 | $114-98.3% | $6,521-100.0% | $115-98.3% |