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 | $99,871 |
CARLSON QUINN7 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL ST, SUITE 1600 · EMERYVILLE, CA 94806 | Contract Administrator | $70,275 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $30,000 |
SILICON VALLEY ACCOUNTANCY CORP8+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 3150 ALMADEN EXPWY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $20,250 |
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 | $31,860 | $83,884-62.0% | $64,056-50.3% | $74,419-57.2% |
| Participation rate | 96.8% | 76.6%+20.2pp | 72.3%+24.5pp | 70.7%+26.1pp |
| Annual return | 16.53% | 16.57%0pp | 33.69%-17.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,589 | $3,084+16.4% | $2,747+30.7% | $2,637+36.1% |
| Participant deferral / active EE | $6,284 | $3,692+70.2% | $3,880+62.0% | $4,528+38.8% |
| Admin fee / account holder | $176 | $196-10.3% | $3,068-94.3% | $348-49.4% |