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 | $60,734 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $28,911 |
JAMES FOWLER6+ years Service code 99 PO BOX 489 · DALLAS, OR 97338 | Other Fees | $16,500 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $15,775 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,482 |
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 | $51,433 | $69,362-25.8% | $101,248-49.2% | $73,488-30.0% |
| Participation rate | 72.7% | 68.4%+4.3pp | 75.8%-3.1pp | 70.7%+2.0pp |
| Annual return | 13.19% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $5,301 | $2,628+101.7% | $3,660+44.9% | $2,270+133.5% |
| Participant deferral / active EE | $4,057 | $3,300+22.9% | $4,370-7.2% | $3,740+8.5% |
| Admin fee / account holder | $316 | $704-55.0% | $5,945-94.7% | $513-38.4% |