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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,876 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,428 |
Service code 13 511 SCHOOL HOUSE RD · KENNETT SQUARE, PA 19348 | Contract Administrator | $5,264 |
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 | $27,647 | $80,753-65.8% | $136,294-79.7% | $62,292-55.6% |
| Participation rate | 79.5% | 73.5%+6.0pp | 81.9%-2.4pp | 69.5%+10.0pp |
| Annual return | 32.70% | 35.83%-3.1pp | 5155.94%-5123.2pp | 28.90%+3.8pp |
| Employer contribution / active EE | $3,274 | $2,884+13.5% | $4,695-30.3% | $2,042+60.3% |
| Participant deferral / active EE | $5,122 | $5,164-0.8% | $6,247-18.0% | $3,169+61.6% |
| Admin fee / account holder | $152 | $525-71.1% | $9,243-98.4% | $479-68.3% |