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 5-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 15 · EIN 84-0467907 | Recordkeeping | $936,241 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $578,767 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $540,039 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $342,182 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO. LLC Service code 28 · EIN 04-3492668 | Investment Management | $310,274 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $102,034 |
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 11 · EIN 13-2834414 | Actuarial | $72,500 |
ARONSON & JOHNSON & ORTIZ, LP1+ years Service code 28 · EIN 23-2312104 | Investment Management | $62,740 |
SIDLEY AUSTIN LLP1+ years Service code 29 · EIN 36-4474078 | Legal | $32,279 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $5,125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,526 | $430,560-85.9% | $98,907-38.8% | $106,222-43.0% |
| Participation rate | 87.2% | 86.2%+1.0pp | 76.0%+11.2pp | 70.8%+16.4pp |
| Annual return | 11.04% | 17.89%-6.8pp | 196.43%-185.4pp | 21.69%-10.7pp |
| Employer contribution / active EE | $262 | $6,804-96.2% | $2,689-90.3% | $2,723-90.4% |
| Participant deferral / active EE | $3,129 | $9,623-67.5% | $4,244-26.3% | $4,600-32.0% |
| Admin fee / account holder | $85 | $220-61.6% | $6,642-98.7% | $78+7.9% |