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 | $29,298 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Other Commissions | $20,673 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $723 |
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 | $91,699 | $58,512+56.7% | $84,015+9.1% | $72,985+25.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.51% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,647 | $1,163+127.6% | $1,983+33.4% | $2,440+8.5% |
| Participant deferral / active EE | $7,244 | $2,394+202.6% | $3,239+123.7% | $3,607+100.8% |
| Admin fee / account holder | $380 | $4,569-91.7% | $6,101-93.8% | $5,124-92.6% |