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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,140 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $43,981 |
SAN DIEGO PENSION CONSULTANTS1+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,956 | $36,978-10.9% | $155,790-78.8% | $59,188-44.3% |
| Participation rate | 30.7% | 62.7%-32.0pp | 76.1%-45.4pp | 69.4%-38.7pp |
| Annual return | 0.63% | 5.44%-4.8pp | 71.54%-70.9pp | 5.51%-4.9pp |
| Employer contribution / active EE | $617 | $1,222-49.5% | $3,836-83.9% | $2,098-70.6% |
| Participant deferral / active EE | $1,562 | $2,795-44.1% | $4,797-67.4% | $3,265-52.1% |
| Admin fee / account holder | $109 | $65+68.1% | $7,478-98.5% | $92+18.6% |