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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,363 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,831 |
OSBORNE & ASSOCIATES, INC.2 years Filed as: OSBORNE & ASSOCIATES INC. Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Contract Administrator | $3,600 |
Service code 27 · EIN 13-5674085 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $2,904 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,186 | $55,636-74.5% | $81,983-82.7% | $73,488-80.7% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 15.47% | 19.07%-3.6pp | 41.31%-25.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,559 | $1,625-4.1% | $2,498-37.6% | $2,270-31.3% |
| Participant deferral / active EE | $1,917 | $2,762-30.6% | $3,722-48.5% | $3,740-48.7% |
| Admin fee / account holder | $111 | $493-77.6% | $5,664-98.0% | $513-78.4% |