See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,003 |
Service code 27 1 NEW YORK PLAZA 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $20,037 |
Service code 13 | Contract Administrator | $1,667 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,018 |
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 | $67,225 | $47,977+40.1% | $154,107-56.4% | $56,287+19.4% |
| Participation rate | 86.8% | 66.2%+20.6pp | 83.0%+3.7pp | 69.9%+16.9pp |
| Annual return | -5.56% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,884 | $2,392+146.0% | $5,081+15.8% | $3,350+75.7% |
| Admin fee / account holder | $258 | $438-41.1% | $13,411-98.1% | $521-50.5% |