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: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,960 |
RBC WEALTH MANAGEMENT6+ years Service code 27 · EIN 41-1416330 60 S 6TH COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $83,015 |
ENVIRONMENTAL CONTROL INC.4 years Service code 10 · EIN 06-0855856 126 WOODEND ROAD · STRATFORD, CT 06615 | Accounting | $25,750 |
ACG ASSOCIATES, INC.6+ years Service code 13 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $12,800 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,593 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $103,483 | $69,362+49.2% | $101,248+2.2% | $73,488+40.8% |
| Participation rate | 82.7% | 68.4%+14.3pp | 75.8%+6.9pp | 70.7%+12.0pp |
| Annual return | 14.07% | 18.46%-4.4pp | 46.47%-32.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $4,181 | $2,628+59.1% | $3,660+14.3% | $2,270+84.2% |
| Participant deferral / active EE | $5,265 | $3,300+59.5% | $4,370+20.5% | $3,740+40.8% |
| Admin fee / account holder | $780 | $704+10.9% | $5,945-86.9% | $513+52.1% |