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 9-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 | $38,393 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $28,002 |
PASI, LLC3+ years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $3,040 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,881 | $89,652-35.4% | $141,162-59.0% | $65,185-11.2% |
| Participation rate | 85.5% | 74.7%+10.8pp | 82.5%+3.0pp | 70.2%+15.3pp |
| Annual return | 3.73% | 32.79%-29.1pp | 71.39%-67.7pp | 29.38%-25.7pp |
| Employer contribution / active EE | $2,414 | $3,065-21.2% | $4,735-49.0% | $2,177+10.9% |
| Participant deferral / active EE | $5,054 | $5,691-11.2% | $6,709-24.7% | $3,514+43.8% |
| Admin fee / account holder | $274 | $569-51.7% | $10,261-97.3% | $847-67.6% |