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 COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,613 |
Service code 27 · EIN 20-2047444 | Advisory (Plan) | $20,315 |
GENEOS WEALTH MANAGEMENT INC4+ years Filed as: GENEOS WEALTH MANAGEMENT INC. Service code 55 | Other Commissions | $14,519 |
RUDD & COMPANY PLLC4+ years Service code 12 · EIN 82-0467399 | Direct payment from the plan; Recordk... | $8,881 |
GENEOS WEALTH MANAGEMENT INC4+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 55 9055 E. MINERAL CIRCLE, STE. 200 · CENTENNIAL, CO 80112 | Other Commissions | $0 |
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 | $43,209 | $55,449-22.1% | $83,848-48.5% | $56,287-23.2% |
| Participation rate | 76.3% | 68.0%+8.3pp | 76.1%+0.2pp | 69.9%+6.5pp |
| Annual return | -2.99% | -1.38%-1.6pp | 850.88%-853.9pp | -9.96%+7.0pp |
| Employer contribution / active EE | $869 | $2,430-64.3% | $3,631-76.1% | $2,111-58.8% |
| Participant deferral / active EE | $3,194 | $2,935+8.8% | $4,082-21.8% | $3,350-4.7% |
| Admin fee / account holder | $287 | $656-56.3% | $5,478-94.8% | $521-45.0% |