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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,862 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $25,846 |
JAMES FOWLER5+ years Service code 99 PO BOX 489 · DALLAS, OR 97338 | Other Fees | $19,000 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $15,520 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,419 |
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 | $44,391 | $63,114-29.7% | $92,893-52.2% | $65,185-31.9% |
| Participation rate | 91.1% | 68.8%+22.3pp | 76.0%+15.1pp | 70.2%+20.9pp |
| Annual return | 19.95% | 28.75%-8.8pp | 109.41%-89.5pp | 29.38%-9.4pp |
| Employer contribution / active EE | $5,970 | $2,571+132.3% | $3,653+63.5% | $2,177+174.3% |
| Participant deferral / active EE | $4,019 | $3,108+29.3% | $4,236-5.1% | $3,514+14.4% |
| Admin fee / account holder | $276 | $624-55.7% | $5,794-95.2% | $847-67.4% |