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 | $25,947 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $11,969 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,447 | $86,655-41.8% | $119,609-57.8% | $66,914-24.6% |
| Participation rate | 54.6% | 75.6%-20.9pp | 79.3%-24.6pp | 69.8%-15.2pp |
| Annual return | -9.75% | -8.00%-1.8pp | -14.97%+5.2pp | 1.58%-11.3pp |
| Employer contribution / active EE | $302 | $2,536-88.1% | $4,232-92.9% | $2,544-88.1% |
| Participant deferral / active EE | $2,465 | $4,358-43.4% | $5,602-56.0% | $4,237-41.8% |
| Admin fee / account holder | $298 | $755-60.5% | $10,323-97.1% | $593-49.7% |