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 & ANNITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,295 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Advisory (Plan) | $32,000 |
Service code 13 · EIN 68-0414789 590 LENNON LANE · WALNUT CREEK, CA 94598 | Contract Administrator | $10,785 |
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).
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 | $164,367 | $105,181+56.3% | $159,436+3.1% | $85,850+91.5% |
| Participation rate | 79.8% | 75.8%+4.0pp | 82.8%-3.0pp | 69.3%+10.5pp |
| Annual return | 17.09% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $9,113 | $3,318+174.6% | $4,829+88.7% | $2,565+255.3% |
| Participant deferral / active EE | $6,512 | $5,945+9.5% | $7,352-11.4% | $3,952+64.8% |
| Admin fee / account holder | $656 | $6,933-90.5% | $10,799-93.9% | $6,260-89.5% |