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 | $113,889 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $62,028 |
Service code 13 511 SCHOOL HOUSE RD · KENNETT SQUARE, PA 19348 | Contract Administrator | $20,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,786 | $95,388-65.6% | $125,339-73.8% | $77,904-57.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 82.4%+5.2pp | 73.7%+13.9pp |
| Annual return | -15.28% | 116.19%-131.5pp | 572.05%-587.3pp | 12.21%-27.5pp |
| Employer contribution / active EE | $4,065 | $3,666+10.9% | $4,814-15.5% | $2,848+42.8% |
| Participant deferral / active EE | $7,265 | $7,711-5.8% | $7,446-2.4% | $4,806+51.2% |
| Admin fee / account holder | $132 | $119+11.2% | $10,010-98.7% | $133-0.3% |