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 |
|---|---|---|
OSTERWEIS CAPITAL MANAGEMENT3 years Service code 28 ONE MARITIME PLAZA · SAN FRANCISCO, CA 94111 | Investment Management | $168,337 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,825 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,407 | $37,196+344.7% | $154,107+7.3% | $55,725+196.8% |
| Participation rate | 91.9% | 64.1%+27.8pp | 83.0%+8.8pp | 70.9%+21.0pp |
| Annual return | -5.60% | 1319.68%-1325.3pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $5,319 | $1,614+229.5% | $5,298+0.4% | $2,078+156.0% |
| Participant deferral / active EE | $4,336 | $2,068+109.6% | $5,081-14.7% | $3,356+29.2% |
| Admin fee / account holder | $417 | $102+310.1% | $13,411-96.9% | $115+261.7% |