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 | $43,111 |
PARK AVENUE SECURITIES LLC5 years Service code 55 6255 STERNER'S WAY ATTN IMAGING 1E · BETHLEHEM, PA 18017 | Other Commissions | $17,739 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBAFUTUREPLAN Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $6,540 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 | Contract Administrator | $3,603 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,173 | $91,517-91.1% | $101,248-91.9% | $73,409-88.9% |
| Participation rate | 95.1% | 73.8%+21.3pp | 75.8%+19.3pp | 72.2%+22.9pp |
| Annual return | 12.18% | 17.17%-5.0pp | 46.47%-34.3pp | 59.29%-47.1pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,480 | $3,338-25.7% | $4,370-43.2% | $3,805-34.8% |
| Admin fee / account holder | $80 | $216-63.0% | $5,945-98.7% | $158-49.4% |