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 | $32,722 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $29,117 |
Filed as: RAYMOND JAMES Service code 16 880 CARILLON PARKWAY · ST PERTERSBURG, FL 33716 | Consulting | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,465 |
Filed as: GWFS EQUITIES INC Service code 33 | Securities brokerage; Distribution (1... | $0 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,737 | $55,230-49.8% | $79,550-65.1% | - |
| Participation rate | 83.8% | 62.4%+21.5pp | 69.5%+14.4pp | - |
| Annual return | -14.85% | -17.05%+2.2pp | 0.16%-15.0pp | - |
| Employer contribution / active EE | $669 | $1,304-48.7% | $2,413-72.3% | - |
| Participant deferral / active EE | $3,399 | $2,804+21.2% | $3,985-14.7% | - |
| Admin fee / account holder | $230 | $7,320-96.9% | $6,832-96.6% | - |