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 | $65,487 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,011 |
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 | $28,718 | $66,528-56.8% | $86,874-66.9% | $86,799-66.9% |
| Participation rate | 83.0% | 72.4%+10.7pp | 71.6%+11.4pp | 72.3%+10.8pp |
| Annual return | 15.98% | 19.56%-3.6pp | 63.52%-47.5pp | 97.91%-81.9pp |
| Employer contribution / active EE | $799 | $2,007-60.2% | $2,495-68.0% | $2,405-66.8% |
| Participant deferral / active EE | $1,703 | $3,240-47.4% | $3,699-54.0% | $4,131-58.8% |
| Admin fee / account holder | $126 | $148-14.7% | $5,828-97.8% | $170-25.4% |