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 | $38,241 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 4015 TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $32,408 |
GEFFEN MESHER2 years Filed as: GEFFEN MESHER AND CO. PC Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $14,500 |
PENSION PLAN SPECIALISTS, PC6+ years Service code 13 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $12,310 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,661 | $73,638+13.6% | $95,952-12.8% | $73,488+13.8% |
| Participation rate | 89.9% | 76.2%+13.8pp | 77.1%+12.8pp | 70.7%+19.2pp |
| Annual return | 11.37% | 16.78%-5.4pp | 91.61%-80.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $2,237 | $1,863+20.1% | $2,541-12.0% | $2,270-1.5% |
| Participant deferral / active EE | $6,287 | $3,617+73.8% | $4,167+50.9% | $3,740+68.1% |
| Admin fee / account holder | $567 | $482+17.6% | $6,795-91.7% | $513+10.5% |