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 INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,406 |
ROBINSON & COLE LLP1 year Filed as: ROBINSON, GRIMES & COMPANY, P.C. Service code 10 5637 WHITESVILLE ROAD · COLUMBUS, GA 31914 | Accounting | $15,250 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $13,089 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,704 |
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 | $36,344 | $85,135-57.3% | $98,907-63.3% | $73,409-50.5% |
| Participation rate | 89.7% | 81.1%+8.6pp | 76.0%+13.7pp | 72.2%+17.5pp |
| Annual return | 23.75% | 19.14%+4.6pp | 196.43%-172.7pp | 59.29%-35.5pp |
| Employer contribution / active EE | $1,499 | $2,721-44.9% | $2,689-44.2% | $2,234-32.9% |
| Participant deferral / active EE | $3,350 | $4,349-23.0% | $4,244-21.1% | $3,805-12.0% |
| Admin fee / account holder | $20 | $139-85.7% | $6,642-99.7% | $158-87.4% |