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 9-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 |
|---|---|---|
Service code 13 3707-B WEST MARKET STREET · GREENSBORO, NC 27403 | Contract Administrator | $15,991 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,843 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TYRON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $7,519 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $908 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,639 | $79,519-91.7% | $95,952-93.1% | $73,409-91.0% |
| Participation rate | 94.9% | 81.2%+13.7pp | 77.1%+17.8pp | 72.2%+22.7pp |
| Annual return | 19.84% | 19.20%+0.6pp | 91.61%-71.8pp | 59.29%-39.5pp |
| Employer contribution / active EE | $1,280 | $2,048-37.5% | $2,541-49.6% | $2,234-42.7% |
| Participant deferral / active EE | $2,836 | $4,138-31.5% | $4,167-31.9% | $3,805-25.5% |
| Admin fee / account holder | $92 | $184-50.0% | $6,795-98.6% | $158-41.7% |