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 | $44,173 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $30,943 |
PASI, LLC4+ years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $3,230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,459 | $99,957-28.5% | $149,696-52.3% | $73,488-2.8% |
| Participation rate | 82.4% | 75.7%+6.7pp | 82.5%-0.1pp | 70.7%+11.7pp |
| Annual return | 17.57% | 53.87%-36.3pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,463 | $3,191-22.8% | $4,644-47.0% | $2,270+8.5% |
| Participant deferral / active EE | $5,250 | $6,073-13.6% | $6,842-23.3% | $3,740+40.4% |
| Admin fee / account holder | $310 | $551-43.8% | $9,309-96.7% | $513-39.7% |