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 | $16,051 |
EIDE BAILLY LLP2 years Service code 10 P O BOX 1914 · BISMARCK, ND 58502 | Accounting | $12,200 |
PENSION ASSURANCE LLP3 years Filed as: PENSION SOLUTIONS Service code 13 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $4,750 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,614 | $53,822-71.0% | $75,696-79.4% | $85,850-81.8% |
| Participation rate | 88.8% | 69.1%+19.7pp | 74.8%+13.9pp | 69.3%+19.4pp |
| Annual return | 28.85% | 24.54%+4.3pp | 104.53%-75.7pp | 318.53%-289.7pp |
| Employer contribution / active EE | $1,680 | $2,017-16.7% | $2,743-38.8% | $2,565-34.5% |
| Participant deferral / active EE | $2,193 | $2,895-24.2% | $3,821-42.6% | $3,952-44.5% |
| Admin fee / account holder | $308 | $3,343-90.8% | $3,619-91.5% | $6,260-95.1% |