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: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $447,266 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $138,948 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $111,214 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 11-3046497 | Accounting | $10,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage commissions and ... | $1,524 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,422 | $71,957+21.5% | $67,652+29.2% | $59,188+47.7% |
| Participation rate | 92.0% | 82.7%+9.4pp | 75.7%+16.4pp | 69.4%+22.6pp |
| Annual return | 0.97% | 8.53%-7.6pp | 6625.04%-6624.1pp | 5.51%-4.5pp |
| Employer contribution / active EE | $5,177 | $2,432+112.9% | $2,266+128.5% | $2,098+146.7% |
| Participant deferral / active EE | $7,372 | $4,211+75.1% | $3,560+107.1% | $3,265+125.8% |
| Admin fee / account holder | $125 | $64+94.9% | $4,821-97.4% | $92+35.6% |