Filed June 21, 2016
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,990 |
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WA 53092 | Advisory (Plan) | $8,507 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,664 | $86,286-49.4% | $111,297-60.8% | $85,850-49.1% |
| Participation rate | 90.5% | 73.3%+17.1pp | 77.3%+13.2pp | 69.3%+21.2pp |
| Annual return | 35.13% | 19.99%+15.1pp | 54.65%-19.5pp | 318.53%-283.4pp |
| Employer contribution / active EE | $1,565 | $2,043-23.4% | $2,731-42.7% | $2,565-39.0% |
| Participant deferral / active EE | $1,002 | $3,641-72.5% | $4,487-77.7% | $3,952-74.6% |
| Admin fee / account holder | $128 | $8,188-98.4% | $7,964-98.4% | $6,260-98.0% |