Filed July 10, 2023 (most recent of 2 filings on file)
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 | $23,664 |
BENEFITS ADMINISTRATORS, LLC2 years Filed as: BENEFITS ADMINSTRATORS Service code 13 · EIN 61-1291181 269 WEST MAIN ST STE 700 · LEXINGTON, KY 40507 | Contract Administrator | $12,595 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,577 |
Service code 64 | Recordkeeping Fees | $0 |
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 | $96,562 | $98,982-2.4% | $162,163-40.5% | $65,185+48.1% |
| Participation rate | 82.9% | 85.8%-2.9pp | 87.6%-4.7pp | 70.2%+12.7pp |
| Annual return | 21.59% | 24.84%-3.2pp | 115.59%-94.0pp | 29.38%-7.8pp |
| Employer contribution / active EE | $3,877 | $3,467+11.8% | $5,614-30.9% | $2,177+78.1% |
| Participant deferral / active EE | $4,464 | $5,384-17.1% | $7,298-38.8% | $3,514+27.0% |
| Admin fee / account holder | $209 | $596-64.9% | $10,843-98.1% | $847-75.3% |