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 | $22,542 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $530 |
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 | $167,691 | $80,753+107.7% | $136,294+23.0% | $62,292+169.2% |
| Participation rate | 94.8% | 73.5%+21.3pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 17.02% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $4,458 | $2,884+54.6% | $4,695-5.1% | $2,042+118.3% |
| Participant deferral / active EE | $6,106 | $5,164+18.2% | $6,247-2.3% | $3,169+92.7% |
| Admin fee / account holder | $135 | $525-74.3% | $9,243-98.5% | $479-71.9% |