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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,390 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 4015 TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $31,024 |
GEFFEN MESHER1 year Filed as: GEFFEN MESHER AND CO. PC Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $30,250 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,888 |
PENSION PLAN SPECIALISTS, PC5+ years Service code 13 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $5,000 |
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 | $81,054 | $65,376+24.0% | $87,100-6.9% | $65,185+24.3% |
| Participation rate | 85.3% | 75.3%+9.9pp | 76.9%+8.4pp | 70.2%+15.1pp |
| Annual return | 21.06% | 31.27%-10.2pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,868 | $1,822+2.5% | $2,521-25.9% | $2,177-14.2% |
| Participant deferral / active EE | $5,224 | $3,388+54.2% | $4,049+29.0% | $3,514+48.7% |
| Admin fee / account holder | $497 | $520-4.3% | $7,497-93.4% | $847-41.3% |