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 INSURACNE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,794 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $149,327 | $89,355+67.1% | $141,162+5.8% | $72,985+104.6% |
| Participation rate | 80.7% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.2pp |
| Annual return | 40.64% | 111.85%-71.2pp | 71.39%-30.8pp | 81.00%-40.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,510 | $5,418+130.9% | $6,709+86.5% | $3,607+246.8% |
| Admin fee / account holder | $4 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |