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 | $55,842 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,059 |
Service code 13 511 SCHOOL HOUSE RD · KENNETT SQUARE, PA 19348 | Contract Administrator | $8,974 |
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 | $21,652 | $75,388-71.3% | $123,544-82.5% | $55,725-61.1% |
| Participation rate | 81.6% | 75.7%+6.0pp | 82.3%-0.7pp | 70.9%+10.8pp |
| Annual return | 4.39% | 4.48%-0.1pp | 119.20%-114.8pp | 244.93%-240.5pp |
| Employer contribution / active EE | $2,636 | $3,063-13.9% | $4,628-43.0% | $2,078+26.8% |
| Participant deferral / active EE | $5,015 | $5,651-11.2% | $6,426-22.0% | $3,356+49.5% |
| Admin fee / account holder | $156 | $120+30.6% | $9,284-98.3% | $115+35.8% |