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 8-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,067 |
SUNBELT SECURITIES INC1+ years Filed as: SUNBELT SECURITIES Service code 27 2700 POST OAK BLVD STE 1700 · HOUSTON, TX 77056 | Advisory (Plan) | $16,004 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $7,513 |
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 | $47,099 | $80,753-41.7% | $136,294-65.4% | $62,292-24.4% |
| Participation rate | 86.3% | 73.5%+12.7pp | 81.9%+4.4pp | 69.5%+16.8pp |
| Annual return | 14.42% | 35.83%-21.4pp | 5155.94%-5141.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,625 | $2,884-9.0% | $4,695-44.1% | $2,042+28.5% |
| Participant deferral / active EE | $5,793 | $5,164+12.2% | $6,247-7.3% | $3,169+82.8% |
| Admin fee / account holder | $177 | $525-66.4% | $9,243-98.1% | $479-63.2% |