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 |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 27 · EIN 41-1416330 60 S 6TH COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $46,664 |
ACG ASSOCIATES, INC.2+ years Service code 13 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $11,499 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $563 |
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 | $72,006 | $52,884+36.2% | $84,750-15.0% | $55,167+30.5% |
| Participation rate | 88.0% | 67.5%+20.5pp | 76.6%+11.4pp | 69.0%+19.0pp |
| Annual return | 10.36% | 18.03%-7.7pp | 22.78%-12.4pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,132 | $2,233-4.5% | $3,574-40.4% | $1,963+8.6% |
| Participant deferral / active EE | $3,440 | $2,644+30.1% | $3,712-7.3% | $3,054+12.6% |
| Admin fee / account holder | $200 | $581-65.6% | $5,332-96.2% | $504-60.3% |