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, CA 80111 | Recordkeeping Fees | $63,469 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $56,734 |
Service code 13 511 SCHOOL HOUSE RD · KENNETT SQUARE, PA 19348 | Contract Administrator | $22,818 |
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 | $36,554 | $100,801-63.7% | $149,696-75.6% | $73,409-50.2% |
| Participation rate | 85.3% | 77.7%+7.6pp | 82.5%+2.8pp | 72.2%+13.1pp |
| Annual return | 29.26% | 265.34%-236.1pp | 276.60%-247.3pp | 59.29%-30.0pp |
| Employer contribution / active EE | $3,146 | $3,312-5.0% | $4,644-32.3% | $2,234+40.9% |
| Participant deferral / active EE | $6,273 | $6,404-2.1% | $6,842-8.3% | $3,805+64.8% |
| Admin fee / account holder | $158 | $181-12.6% | $9,309-98.3% | $158+0.1% |