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 |
|---|---|---|
ACG ASSOCIATES, INC.1+ years Service code 13 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $11,464 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $644 |
RBC WEALTH MANAGEMENT1+ years Service code 27 · EIN 41-1416330 60 S 6TH COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $404 |
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 | $65,451 | $50,464+29.7% | $75,781-13.6% | $52,331+25.1% |
| Participation rate | 76.5% | 66.8%+9.7pp | 75.8%+0.7pp | 68.1%+8.4pp |
| Annual return | -1.35% | 1.03%-2.4pp | 9.68%-11.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,924 | $1,988-3.3% | $3,323-42.1% | $1,882+2.2% |
| Participant deferral / active EE | $3,352 | $2,570+30.4% | $3,651-8.2% | $3,022+10.9% |
| Admin fee / account holder | $203 | $1,103-81.6% | $5,299-96.2% | $592-65.7% |