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 | $64,404 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,822 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 27 12636 HIGH BLUFF DR STE 203 · SAN DIEGO, CA 92130 | Advisory (Plan) | $37,180 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $99,528 | $89,739+10.9% | $149,718-33.5% | $62,292+59.8% |
| Participation rate | 89.7% | 85.1%+4.6pp | 87.1%+2.7pp | 69.5%+20.2pp |
| Annual return | 11.93% | 21.01%-9.1pp | 1501.63%-1489.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $2,836 | $3,233-12.3% | $5,445-47.9% | $2,042+38.9% |
| Participant deferral / active EE | $4,217 | $4,797-12.1% | $6,569-35.8% | $3,169+33.1% |
| Admin fee / account holder | $648 | $551+17.6% | $11,283-94.3% | $479+35.2% |