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 |
|---|---|---|
Filed as: NATIONAL BENEFIT SERVICES,LLC Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $13,347 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,219 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,217 | $66,124-55.8% | $90,404-67.7% | $73,488-60.2% |
| Participation rate | 70.1% | 69.7%+0.4pp | 72.7%-2.6pp | 70.7%-0.6pp |
| Annual return | 21.04% | 17.65%+3.4pp | 1293.02%-1272.0pp | 28.51%-7.5pp |
| Employer contribution / active EE | $3,415 | $2,346+45.6% | $3,262+4.7% | $2,270+50.5% |
| Participant deferral / active EE | $2,155 | $3,039-29.1% | $3,963-45.6% | $3,740-42.4% |
| Admin fee / account holder | $221 | $396-44.1% | $5,611-96.1% | $513-56.9% |