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 |
|---|---|---|
GREST-WEST LIFE & ANNUITY INSURANCE4 years Filed as: GREST WEST LIFE & ANNUITY Service code 27 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $288,677 |
FLORIDA RETIREMENT CONSULTANTS7+ years Service code 15 4919 VAN DYKE RD · LUTZ, FL 33558 | Recordkeeping | $138,734 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $94,833 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,955 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,264 | $48,166-70.4% | $96,562-85.2% | $93,030-84.7% |
| Participation rate | 89.4% | 65.1%+24.2pp | 69.8%+19.5pp | 73.9%+15.4pp |
| Annual return | 24.58% | 21.31%+3.3pp | 37.78%-13.2pp | 158.70%-134.1pp |
| Employer contribution / active EE | $365 | $1,070-65.9% | $2,356-84.5% | $2,706-86.5% |
| Participant deferral / active EE | $3,427 | $2,576+33.0% | $3,849-11.0% | $4,562-24.9% |
| Admin fee / account holder | $121 | $110+9.6% | $6,181-98.0% | $152-20.3% |