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 | $10,532 |
SPECTRUM INVESTMENT ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WA 53092 | Advisory (Plan) | $9,224 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,832 | $71,883-57.1% | $86,677-64.4% | $68,494-55.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 4.89% | 3.52%+1.4pp | 35.91%-31.0pp | -7.84%+12.7pp |
| Employer contribution / active EE | $1,760 | $2,173-19.0% | $2,836-37.9% | $2,596-32.2% |
| Participant deferral / active EE | $1,310 | $3,779-65.3% | $4,656-71.9% | $4,027-67.5% |
| Admin fee / account holder | $114 | $6,112-98.1% | $7,493-98.5% | $5,403-97.9% |