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 CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,380 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $30,903 |
AMERIBEN6+ years Filed as: AMERIBEN IEC GROUP Service code 13 P.O. BOX 7186 · BOISE, ID 83707 | Contract Administrator | $17,441 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 877 W. MAIN ST., STE. 800 · BOISE, ID 83702 | Accounting | $13,967 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,275 | $58,101-4.9% | $118,925-53.5% | $73,409-24.7% |
| Participation rate | 94.6% | 56.1%+38.5pp | 75.4%+19.2pp | 72.2%+22.4pp |
| Annual return | 15.49% | 20.56%-5.1pp | 35.88%-20.4pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,819 | $1,445+25.9% | $3,263-44.2% | $2,234-18.6% |
| Participant deferral / active EE | $4,188 | $2,400+74.5% | $4,265-1.8% | $3,805+10.1% |
| Admin fee / account holder | $356 | $138+157.5% | $6,581-94.6% | $158+125.2% |