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 INS. CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $31,630 |
BANCFIRST4+ years Service code 25 · EIN 73-1332918 | Directed Trustee | $30,685 |
EMPLOYEE BENEFITS GROUP, LLC4+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $10,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,741 | $89,652-30.0% | $141,162-55.6% | $65,185-3.7% |
| Participation rate | 81.6% | 74.7%+6.9pp | 82.5%-0.9pp | 70.2%+11.4pp |
| Annual return | 22.61% | 32.79%-10.2pp | 71.39%-48.8pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,864 | $3,065-39.2% | $4,735-60.6% | $2,177-14.4% |
| Participant deferral / active EE | $3,569 | $5,691-37.3% | $6,709-46.8% | $3,514+1.6% |
| Admin fee / account holder | $342 | $569-39.9% | $10,261-96.7% | $847-59.7% |