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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,165 |
CARLSON QUINN5 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL ST, SUITE 1600 · EMERYVILLE, CA 94806 | Contract Administrator | $25,725 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $22,500 |
SILICON VALLEY ACCOUNTANCY CORP6+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 3150 ALMADEN EXPWY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $14,553 |
COLONIAL SURETY AGENCY, LLC4 years Service code 99 50 CHESTNUT RIDGE ROAD SUITE 108 · MONTVALE, NJ 07645 | Other Fees | $11,756 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,637 | $94,833-62.4% | $75,696-52.9% | $86,799-58.9% |
| Participation rate | 96.1% | 79.1%+17.0pp | 74.8%+21.3pp | 72.3%+23.9pp |
| Annual return | 37.47% | 16.91%+20.6pp | 104.53%-67.1pp | 97.91%-60.4pp |
| Employer contribution / active EE | $3,239 | $2,904+11.5% | $2,743+18.1% | $2,405+34.7% |
| Participant deferral / active EE | $5,736 | $3,632+57.9% | $3,821+50.1% | $4,131+38.9% |
| Admin fee / account holder | $186 | $109+71.7% | $3,619-94.8% | $170+10.0% |