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: FIRST INTERSTATE BANK Service code 25 · EIN 81-6023169 | Directed Trustee | $114,061 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $104,006 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $14,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $305,166 | $100,801+202.7% | $149,696+103.9% | $73,409+315.7% |
| Participation rate | 88.0% | 77.7%+10.3pp | 82.5%+5.5pp | 72.2%+15.8pp |
| Annual return | 12.74% | 265.34%-252.6pp | 276.60%-263.9pp | 59.29%-46.6pp |
| Employer contribution / active EE | $17,190 | $3,312+419.1% | $4,644+270.1% | $2,234+669.6% |
| Participant deferral / active EE | $5,483 | $6,404-14.4% | $6,842-19.9% | $3,805+44.1% |
| Admin fee / account holder | $946 | $181+423.1% | $9,309-89.8% | $158+499.0% |