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 8-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: GREAT-WEST LIFE 7 ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,826 |
EJREYNOLDS, INC.3+ years Service code 13 · EIN 59-2265857 9050 PINES BLVD. · PEMBROKE PINES, FL 33024 | Contract Administrator | $74,942 |
Filed as: GERSON PRESTON KLEIN LIPS Service code 10 4770 BISCAYNE BLVD, STE 400 · MIAMI, FL 33137 | Accounting | $14,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,980 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 55 1215 4TH AVENUE · SEATTLE, WA 98161 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,680 | $47,456-50.1% | $172,739-86.3% | $77,787-69.6% |
| Participation rate | 91.7% | 66.3%+25.4pp | 82.6%+9.1pp | 73.2%+18.5pp |
| Annual return | 25.22% | 35.57%-10.4pp | 802.84%-777.6pp | 32.57%-7.4pp |
| Employer contribution / active EE | $366 | $1,574-76.7% | $5,143-92.9% | $2,504-85.4% |
| Participant deferral / active EE | $2,875 | $2,560+12.3% | $5,198-44.7% | $3,967-27.5% |
| Admin fee / account holder | $92 | $81+13.8% | $13,954-99.3% | $100-8.0% |