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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,600 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $6,942 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $4,513 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Investment managem... | $85 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $18 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,985 | $84,233-77.5% | $170,442-88.9% | $70,131-72.9% |
| Participation rate | 75.9% | 70.8%+5.0pp | 83.6%-7.7pp | 69.5%+6.3pp |
| Annual return | 15.08% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $158 | $3,387-95.3% | $5,433-97.1% | $2,342-93.3% |
| Participant deferral / active EE | $1,456 | $3,086-52.8% | $4,939-70.5% | $3,332-56.3% |
| Admin fee / account holder | $189 | $5,698-96.7% | $13,880-98.6% | $4,645-95.9% |