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 | $24,814 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $745 |
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 | $136,316 | $73,102+86.5% | $123,544+10.3% | $56,287+142.2% |
| Participation rate | 96.2% | 74.3%+21.9pp | 82.3%+13.9pp | 69.9%+26.4pp |
| Annual return | -4.09% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,088 | $2,977+37.3% | $4,628-11.7% | $2,111+93.6% |
| Participant deferral / active EE | $5,725 | $5,423+5.6% | $6,426-10.9% | $3,350+70.9% |
| Admin fee / account holder | $189 | $554-65.9% | $9,284-98.0% | $521-63.8% |