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 CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,778 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 55 1 NORTH JEFFERSON AVE · ST. LOUIS, MO 63103 | Other Commissions | $57,380 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,111 |
SAN DIEGO PENSION CONSULTANTS6+ years Filed as: SAN DIEGO PENSION CONSULTANTS,INC. Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $10,000 |
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 | $56,608 | $78,419-27.8% | $133,956-57.7% | $73,409-22.9% |
| Participation rate | 71.6% | 78.6%-7.0pp | 79.8%-8.2pp | 72.2%-0.6pp |
| Annual return | 22.90% | 33.35%-10.4pp | 45.09%-22.2pp | 59.29%-36.4pp |
| Employer contribution / active EE | $856 | $2,044-58.1% | $3,919-78.2% | $2,234-61.7% |
| Participant deferral / active EE | $4,969 | $3,925+26.6% | $5,048-1.6% | $3,805+30.6% |
| Admin fee / account holder | $253 | $161+57.0% | $8,927-97.2% | $158+60.5% |