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 |
|---|---|---|
Service code 13 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Contract Administrator | $13,925 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $938 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 · EIN 13-3175978 8515 EAST ORCHARD RD · GREEWOOD VILLAGE, CO 80111 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $13,233 | $63,905-79.3% | $74,183-82.2% | $57,658-77.0% |
| Participation rate | 39.5% | 79.8%-40.3pp | 76.6%-37.2pp | 70.2%-30.8pp |
| Annual return | 1.87% | 60.60%-58.7pp | 17.74%-15.9pp | 5.13%-3.3pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $444 | $3,448-87.1% | $3,550-87.5% | $3,061-85.5% |
| Admin fee / account holder | $37 | $91-59.7% | $5,586-99.3% | $95-61.1% |