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 | $25,518 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $12,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,382 | $66,302-27.0% | $110,238-56.1% | $56,287-14.0% |
| Participation rate | 62.3% | 74.9%-12.6pp | 79.8%-17.5pp | 69.9%-7.6pp |
| Annual return | -4.17% | -1.18%-3.0pp | 314.74%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $314 | $2,047-84.7% | $3,826-91.8% | $2,111-85.1% |
| Participant deferral / active EE | $2,310 | $3,381-31.7% | $4,672-50.5% | $3,350-31.0% |
| Admin fee / account holder | $304 | $698-56.5% | $8,547-96.4% | $521-41.7% |