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 |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $33,275 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,741 |
Filed as: RAYMOND JAMES Service code 16 880 CARILLON PARKWAY · ST PERTERSBURG, FL 33716 | Consulting | $15,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,312 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; P... | $116 |
Filed as: GWFS EQUITIES INC Service code 33 | Shareholder servicing fees; Participa... | $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 | $24,292 | $40,174-39.5% | $84,015-71.1% | $67,579-64.1% |
| Participation rate | 66.9% | 62.7%+4.3pp | 69.0%-2.1pp | 71.3%-4.3pp |
| Annual return | 62.73% | 25.82%+36.9pp | 71.31%-8.6pp | 378.56%-315.8pp |
| Employer contribution / active EE | $841 | $808+4.1% | $1,983-57.6% | $2,148-60.9% |
| Participant deferral / active EE | $3,064 | $2,301+33.2% | $3,239-5.4% | $3,539-13.4% |
| Admin fee / account holder | $111 | $128-13.7% | $6,101-98.2% | $142-22.2% |