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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,481 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $32,477 |
Service code 13 511 SCHOOL HOUSE RD · KENNETT SQUARE, PA 19348 | Contract Administrator | $18,570 |
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 | $27,451 | $88,122-68.8% | $141,162-80.6% | $67,579-59.4% |
| Participation rate | 81.7% | 76.5%+5.2pp | 82.5%-0.8pp | 71.3%+10.4pp |
| Annual return | 83.04% | 75.40%+7.6pp | 71.39%+11.6pp | 378.56%-295.5pp |
| Employer contribution / active EE | $2,785 | $3,224-13.6% | $4,735-41.2% | $2,148+29.7% |
| Participant deferral / active EE | $4,949 | $5,958-16.9% | $6,709-26.2% | $3,539+39.8% |
| Admin fee / account holder | $133 | $131+2.0% | $10,261-98.7% | $142-6.2% |