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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,813 |
RANDALL & HURLEY, INC.1 year Service code 13 P.O. BOX 1193 · HELENA, MT 59601 | Contract Administrator | $2,500 |
Service code 55 777 EAST MAIN, SUITE 202 · BOZEMAN, MT 59771 | Other Commissions | $0 |
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 | $29,913 | $37,196-19.6% | $154,107-80.6% | $55,725-46.3% |
| Participation rate | 87.2% | 64.1%+23.1pp | 83.0%+4.1pp | 70.9%+16.3pp |
| Annual return | -2.25% | 1319.68%-1321.9pp | 735.12%-737.4pp | 244.93%-247.2pp |
| Employer contribution / active EE | $1,129 | $1,614-30.1% | $5,298-78.7% | $2,078-45.7% |
| Participant deferral / active EE | $3,291 | $2,068+59.1% | $5,081-35.2% | $3,356-1.9% |
| Admin fee / account holder | $170 | $102+67.0% | $13,411-98.7% | $115+47.3% |