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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,018 |
WATERFORD ADVISORS1 year Service code 27 6225 SHERIDAN DRIVE, SUITE 214 · WILLIAMSVILLE, NY 14221 | Advisory (Plan) | $23,344 |
Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 | Contract Administrator | $8,371 |
Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT STREET, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $1,010 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,297 | $85,766+6.4% | $136,294-33.0% | $70,131+30.2% |
| Participation rate | 87.6% | 74.2%+13.5pp | 81.9%+5.7pp | 69.5%+18.1pp |
| Annual return | 16.68% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $916 | $2,966-69.1% | $4,695-80.5% | $2,342-60.9% |
| Participant deferral / active EE | $6,729 | $5,051+33.2% | $6,247+7.7% | $3,332+102.0% |
| Admin fee / account holder | $531 | $5,420-90.2% | $9,243-94.3% | $4,645-88.6% |