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: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,891,157 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $484,274 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 30 · EIN 53-0181291 | Employee (plan); Direct payment from ... | $17,100 |
BECHTEL GLOBAL CORPORATION2+ years Service code 14 | Plan Administrator | $880 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,974 | $50,626+443.1% | $84,750+224.5% | $65,292+321.1% |
| Participation rate | 97.6% | 89.2%+8.5pp | 76.6%+21.1pp | 72.4%+25.2pp |
| Annual return | 6.94% | 5.34%+1.6pp | 22.78%-15.8pp | 11.84%-4.9pp |
| Employer contribution / active EE | $10,453 | $3,033+244.6% | $3,574+192.5% | $2,302+354.1% |
| Participant deferral / active EE | $13,882 | $3,109+346.5% | $3,712+274.0% | $3,579+287.9% |
| Admin fee / account holder | $246 | $97+154.4% | $5,332-95.4% | $57+328.9% |