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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,147 |
APW CAPITAL INC2 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $8,678 |
Service code 13 121 MONMOUTH ST · RED BANK, NJ 07701 | Contract Administrator | $6,382 |
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 | $35,136 | $52,953-33.6% | $172,739-79.7% | $65,185-46.1% |
| Participation rate | 95.6% | 66.2%+29.4pp | 82.6%+13.0pp | 70.2%+25.4pp |
| Annual return | 20.62% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,496 | $2,190-31.7% | $5,143-70.9% | $2,177-31.3% |
| Participant deferral / active EE | $2,194 | $2,471-11.2% | $5,198-57.8% | $3,514-37.6% |
| Admin fee / account holder | $209 | $472-55.8% | $13,954-98.5% | $847-75.4% |