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 | $27,341 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $13,722 |
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 | $55,541 | $91,552-39.3% | $133,956-58.5% | $79,858-30.5% |
| Participation rate | 62.2% | 73.3%-11.1pp | 79.8%-17.6pp | 69.6%-7.4pp |
| Annual return | 10.44% | 61.85%-51.4pp | 45.09%-34.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $318 | $2,384-86.7% | $3,919-91.9% | $2,471-87.1% |
| Participant deferral / active EE | $2,498 | $3,733-33.1% | $5,048-50.5% | $3,740-33.2% |
| Admin fee / account holder | $300 | $6,321-95.2% | $8,927-96.6% | $5,306-94.3% |