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: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $31,903 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $25,788 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,208 | $39,286+32.9% | $80,716-35.3% | $79,386-34.2% |
| Participation rate | 46.9% | 41.0%+5.9pp | 54.2%-7.3pp | 70.7%-23.8pp |
| Annual return | 9.60% | 98.95%-89.3pp | 87.28%-77.7pp | 116.85%-107.2pp |
| Employer contribution / active EE | $764 | $594+28.7% | $1,160-34.1% | $2,427-68.5% |
| Participant deferral / active EE | $1,849 | $1,264+46.3% | $2,146-13.8% | $4,046-54.3% |
| Admin fee / account holder | $476 | $647-26.4% | $3,380-85.9% | $626-24.0% |