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 |
|---|---|---|
Service code 37 | Loan Processing | $37,690 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $29,193 |
Filed as: RAYMOND JAMES AND ASSOC INC Service code 16 | Consulting | $21,982 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $21,290 |
HICKS PENSION SERVICES5 years Filed as: HICKS PENSION GROUP Service code 13 · EIN 99-0178392 | Contract Administrator | $12,186 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 37 · EIN 35-0145825 | Loan Processing | $0 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,470 | $59,584-42.1% | $86,874-60.3% | $79,386-56.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 11.65% | 23.15%-11.5pp | 63.52%-51.9pp | 116.85%-105.2pp |
| Employer contribution / active EE | $2,371 | $1,768+34.1% | $2,495-5.0% | $2,427-2.3% |
| Participant deferral / active EE | $2,162 | $3,036-28.8% | $3,699-41.5% | $4,046-46.6% |
| Admin fee / account holder | $245 | $604-59.4% | $5,828-95.8% | $626-60.9% |