Filed September 5, 2017 (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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $98,444 |
Filed as: ADVISED ASSET GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $54,763 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 15 | Recordkeeping | $0 |
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 | $208,658 | $62,267+235.1% | $110,238+89.3% | $55,725+274.4% |
| Participation rate | 96.3% | 78.1%+18.1pp | 79.8%+16.4pp | 70.9%+25.4pp |
| Annual return | -2.87% | -1.07%-1.8pp | 314.74%-317.6pp | 244.93%-247.8pp |
| Employer contribution / active EE | $4,165 | $1,941+114.5% | $3,826+8.8% | $2,078+100.4% |
| Participant deferral / active EE | $8,459 | $3,516+140.6% | $4,672+81.1% | $3,356+152.1% |
| Admin fee / account holder | $134 | $121+10.7% | $8,547-98.4% | $115+16.2% |