See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1200 NEW PORT CENTER DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $30,503 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $8,714 |
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,503 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL BENEFITS COPR. Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,034 | $85,202+28.0% | $172,739-36.9% | $72,985+49.4% |
| Participation rate | 57.8% | 70.1%-12.3pp | 82.6%-24.9pp | 69.5%-11.7pp |
| Annual return | 18.41% | 27.32%-8.9pp | 802.84%-784.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $151 | $3,324-95.5% | $5,143-97.1% | $2,440-93.8% |
| Participant deferral / active EE | $3,440 | $3,260+5.5% | $5,198-33.8% | $3,607-4.6% |
| Admin fee / account holder | $7 | $5,884-99.9% | $13,954-99.9% | $5,124-99.9% |