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 |
|---|---|---|
Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $70,501 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $801 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $455 |
Filed as: EMPOWER RETIREMENT ADV SERVICES Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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 | $189,945 | $89,652+111.9% | $141,162+34.6% | $65,185+191.4% |
| Participation rate | 86.0% | 74.7%+11.2pp | 82.5%+3.5pp | 70.2%+15.8pp |
| Annual return | 21.74% | 32.79%-11.1pp | 71.39%-49.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $4,455 | $3,065+45.4% | $4,735-5.9% | $2,177+104.7% |
| Participant deferral / active EE | $6,936 | $5,691+21.9% | $6,709+3.4% | $3,514+97.4% |
| Admin fee / account holder | $10 | $569-98.3% | $10,261-99.9% | $847-98.9% |