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 9-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 | $48,457 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $47,198 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,975 | $55,790-55.2% | $76,817-67.5% | $67,579-63.0% |
| Participation rate | 79.8% | 71.1%+8.7pp | 72.1%+7.7pp | 71.3%+8.5pp |
| Annual return | 18.43% | 64.45%-46.0pp | 1166.11%-1147.7pp | 378.56%-360.1pp |
| Employer contribution / active EE | $684 | $1,810-62.2% | $2,302-70.3% | $2,148-68.2% |
| Participant deferral / active EE | $1,302 | $2,875-54.7% | $3,336-61.0% | $3,539-63.2% |
| Admin fee / account holder | $196 | $159+23.4% | $6,420-96.9% | $142+38.0% |