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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,447 | $58,101-1.1% | $118,925-51.7% | $73,409-21.7% |
| Participation rate | 31.9% | 56.1%-24.2pp | 75.4%-43.4pp | 72.2%-40.2pp |
| Annual return | 13.35% | 20.56%-7.2pp | 35.88%-22.5pp | 59.29%-45.9pp |
| Employer contribution / active EE | $825 | $1,445-42.9% | $3,263-74.7% | $2,234-63.0% |
| Participant deferral / active EE | $1,677 | $2,400-30.1% | $4,265-60.7% | $3,805-55.9% |
| Admin fee / account holder | $174 | $138+26.3% | $6,581-97.3% | $158+10.5% |