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 | $14,880 |
Service code 27 100 N BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $7,559 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $233 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,134 | $70,908-56.1% | $98,907-68.5% | $73,488-57.6% |
| Participation rate | 64.8% | 73.8%-9.0pp | 76.0%-11.2pp | 70.7%-5.9pp |
| Annual return | 15.77% | 34.17%-18.4pp | 196.43%-180.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $343 | $2,036-83.2% | $2,689-87.2% | $2,270-84.9% |
| Participant deferral / active EE | $2,192 | $3,500-37.4% | $4,244-48.4% | $3,740-41.4% |
| Admin fee / account holder | $229 | $535-57.2% | $6,642-96.6% | $513-55.4% |