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 | $26,479 |
APW CAPITAL INC3 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $9,897 |
Service code 13 121 MONMOUTH ST · RED BANK, NJ 07701 | Contract Administrator | $7,744 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,147 | $58,879-28.4% | $178,490-76.4% | $73,488-42.6% |
| Participation rate | 95.7% | 66.2%+29.5pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 17.04% | 24.86%-7.8pp | 151.07%-134.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,639 | $2,236-26.7% | $5,011-67.3% | $2,270-27.8% |
| Participant deferral / active EE | $2,592 | $2,567+1.0% | $5,202-50.2% | $3,740-30.7% |
| Admin fee / account holder | $238 | $400-40.6% | $13,984-98.3% | $513-53.6% |