See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBIN S. WEINGAST & ASSOCIATES Service code 13 | Contract Administrator | $7,556 |
Filed as: GREAT-WEST LIFE&ANNUITY INSURANCECO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,099 |
Filed as: ROBIN S. WEINGAST & ASSOCIATES INC Service code 13 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $1,098 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $295 |
ADVSIED ASSETS GROUP, LLC1 year Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VLLAGE, CO 80111 | Investment Management | $255 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY, STE 450 · AUSTIN, TX 78730 | Other Fees | $190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,758 | $51,288-51.7% | $81,983-69.8% | $73,409-66.3% |
| Participation rate | 8.9% | 64.0%-55.1pp | 69.2%-60.3pp | 72.2%-63.3pp |
| Annual return | 13.59% | 29.48%-15.9pp | 41.31%-27.7pp | 59.29%-45.7pp |
| Employer contribution / active EE | $259 | $1,487-82.6% | $2,498-89.6% | $2,234-88.4% |
| Participant deferral / active EE | $502 | $2,715-81.5% | $3,722-86.5% | $3,805-86.8% |
| Admin fee / account holder | $129 | $125+2.9% | $5,664-97.7% | $158-18.3% |