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 |
|---|---|---|
GOLDLEAF PARTNERS2+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $7,671 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,613 |
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 | $21,817 | $46,072-52.6% | $70,014-68.8% | $55,167-60.5% |
| Participation rate | 82.3% | 67.5%+14.9pp | 71.8%+10.5pp | 69.0%+13.3pp |
| Annual return | 10.38% | 8.68%+1.7pp | 12.99%-2.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,784 | $1,500+18.9% | $2,338-23.7% | $1,963-9.1% |
| Participant deferral / active EE | $2,747 | $2,344+17.2% | $2,931-6.3% | $3,054-10.1% |
| Admin fee / account holder | $31 | $428-92.8% | $4,380-99.3% | $504-93.9% |