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 | $16,252 |
BANCFIRST1 year Service code 25 101 N. BROADWAY, SUITE 750 · OKLAHOMA CITY, OK 73102 | Directed Trustee | $12,264 |
Service code 13 · EIN 73-1554797 | Contract Administrator | $8,577 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $4,407 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,571 | $51,466-5.6% | $78,778-38.3% | $62,292-22.0% |
| Participation rate | 76.8% | 59.8%+17.0pp | 69.2%+7.6pp | 69.5%+7.3pp |
| Annual return | 13.17% | 19.96%-6.8pp | 35.62%-22.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,463 | $827+76.8% | $1,986-26.3% | $2,042-28.4% |
| Participant deferral / active EE | $3,514 | $2,147+63.6% | $2,958+18.8% | $3,169+10.9% |
| Admin fee / account holder | $193 | $489-60.6% | $5,134-96.2% | $479-59.8% |