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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,577 |
MALCOLM THOMPSON & ASSOCIATES4+ years Service code 13 · EIN 26-4203770 20445 TX STATE HWY. 249 · HOUSTON, TX 77070 | Contract Administrator | $250 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,455 | $73,102-2.3% | $123,544-42.2% | $56,287+26.9% |
| Participation rate | 85.5% | 74.3%+11.2pp | 82.3%+3.2pp | 69.9%+15.7pp |
| Annual return | -2.40% | 3.01%-5.4pp | 119.20%-121.6pp | -9.96%+7.6pp |
| Employer contribution / active EE | $580 | $2,977-80.5% | $4,628-87.5% | $2,111-72.5% |
| Participant deferral / active EE | $9,016 | $5,423+66.3% | $6,426+40.3% | $3,350+169.2% |
| Admin fee / account holder | $42 | $554-92.4% | $9,284-99.5% | $521-91.9% |