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: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,899 |
GEFFEN MESHER1+ years Filed as: GEFFEN MESHER AND CO., P.C. Service code 10 · EIN 93-1042710 888 SW 5TH AVENUE, STE 800 · PORTLAND, OR 97204 | Accounting | $11,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 4015 TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $10,410 |
PENSION PLAN SPECIALISTS, PC1+ years Service code 13 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $5,985 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,678 |
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 | $65,012 | $54,320+19.7% | $67,652-3.9% | $52,331+24.2% |
| Participation rate | 78.9% | 73.6%+5.3pp | 75.7%+3.2pp | 68.1%+10.8pp |
| Annual return | 3.18% | 6.81%-3.6pp | 6625.04%-6621.9pp | 4.54%-1.4pp |
| Employer contribution / active EE | $1,818 | $1,544+17.8% | $2,266-19.8% | $1,882-3.4% |
| Participant deferral / active EE | $5,003 | $2,950+69.6% | $3,560+40.5% | $3,022+65.5% |
| Admin fee / account holder | $214 | $527-59.3% | $4,821-95.6% | $592-63.8% |