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 | $117,332 |
CARLSON QUINN6 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL ST, SUITE 1600 · EMERYVILLE, CA 94806 | Contract Administrator | $39,675 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $22,500 |
SILICON VALLEY ACCOUNTANCY CORP7+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 3150 ALMADEN EXPWY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $17,982 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,475 | $79,124-64.0% | $60,874-53.2% | $64,808-56.1% |
| Participation rate | 95.7% | 77.7%+18.0pp | 73.1%+22.6pp | 71.5%+24.2pp |
| Annual return | -17.55% | -7.13%-10.4pp | 16.90%-34.4pp | 32.82%-50.4pp |
| Employer contribution / active EE | $3,401 | $3,050+11.5% | $2,701+25.9% | $2,506+35.7% |
| Participant deferral / active EE | $5,532 | $3,725+48.5% | $3,817+44.9% | $4,310+28.3% |
| Admin fee / account holder | $185 | $106+75.1% | $3,224-94.3% | $188-1.5% |