Filed April 4, 2022 (most recent of 2 filings on file)
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 49 · EIN 84-0467907 | Other Services | $243,818 |
PROVENANCE WEALTH ADVISORS4 years Filed as: PROVENANCE WEALTH ADVISORS, LLC Service code 27 · EIN 65-0978008 | Advisory (Plan) | $77,449 |
AB FUNDS2 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS5 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 52 · EIN 36-3145972 | Indirect Investment Fees | $0 |
PARNASSUS5 years Service code 52 · EIN 94-6633178 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,089 | $91,746-47.6% | $146,665-67.2% | $93,030-48.3% |
| Participation rate | 93.6% | 80.9%+12.6pp | 80.1%+13.5pp | 73.9%+19.7pp |
| Annual return | 13.55% | 18.28%-4.7pp | 22.74%-9.2pp | 158.70%-145.2pp |
| Employer contribution / active EE | $1,751 | $2,815-37.8% | $4,136-57.7% | $2,706-35.3% |
| Participant deferral / active EE | $4,478 | $4,589-2.4% | $5,506-18.7% | $4,562-1.8% |
| Admin fee / account holder | $261 | $101+158.0% | $10,280-97.5% | $152+72.1% |