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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,236 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $42,985 |
Filed as: RAYMOND JAMES Service code 16 880 CARILLON PARKWAY · ST PERTERSBURG, FL 33716 | Consulting | $15,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,578 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Participan... | $114 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,611 | $64,286-69.5% | $90,951-78.4% | $73,409-73.3% |
| Participation rate | 70.8% | 63.6%+7.3pp | 69.0%+1.8pp | 72.2%-1.3pp |
| Annual return | -4.99% | 21.45%-26.4pp | 134.60%-139.6pp | 59.29%-64.3pp |
| Employer contribution / active EE | $668 | $895-25.3% | $2,122-68.5% | $2,234-70.1% |
| Participant deferral / active EE | $3,046 | $2,453+24.2% | $3,373-9.7% | $3,805-20.0% |
| Admin fee / account holder | $131 | $287-54.3% | $5,959-97.8% | $158-16.9% |