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 MANAGEMENT5+ years Service code 27 · EIN 41-1416330 60 S 6TH COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $71,823 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,070 |
ACG ASSOCIATES, INC.5+ years Service code 13 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $13,198 |
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 | $91,603 | $66,601+37.5% | $92,893-1.4% | $67,579+35.5% |
| Participation rate | 83.9% | 72.5%+11.4pp | 76.0%+7.9pp | 71.3%+12.6pp |
| Annual return | 26.45% | 92.58%-66.1pp | 109.41%-83.0pp | 378.56%-352.1pp |
| Employer contribution / active EE | $4,041 | $2,775+45.6% | $3,653+10.6% | $2,148+88.2% |
| Participant deferral / active EE | $4,659 | $3,157+47.6% | $4,236+10.0% | $3,539+31.6% |
| Admin fee / account holder | $589 | $199+196.0% | $5,794-89.8% | $142+313.8% |