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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,479 |
MORGAN STANLEY SMITH BARNEY5 years Service code 27 1 NEW YORK PLAZA 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $32,115 |
Service code 13 70 WEST 40TH STREET · NEW YORK, NY 10018 | Contract Administrator | $18,750 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,157 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,943 | $65,061+44.4% | $143,757-34.7% | $66,914+40.4% |
| Participation rate | 95.6% | 65.2%+30.4pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -17.55% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,730 | $2,919+130.6% | $5,637+19.4% | $4,237+58.8% |
| Admin fee / account holder | $483 | $502-3.8% | $14,673-96.7% | $593-18.6% |