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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $228,466,650 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $350 |
INVINEX INVESTMENTS INC1 year Service code 55 538 PRESTON AVE · MERIDAN, CT 06450 | Other Commissions | $0 |
METRO BENEFITS, INC.2 years Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $0 |
Service code 27 | Advisory (Plan) | $0 |
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 | $60,788 | $58,879+3.2% | $178,490-65.9% | $73,488-17.3% |
| Participation rate | 96.3% | 66.2%+30.1pp | 81.9%+14.4pp | 70.7%+25.6pp |
| Annual return | 18.92% | 24.86%-5.9pp | 151.07%-132.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $3,911 | $2,236+74.9% | $5,011-22.0% | $2,270+72.3% |
| Participant deferral / active EE | $2,964 | $2,567+15.5% | $5,202-43.0% | $3,740-20.7% |
| Admin fee / account holder | $115 | $400-71.2% | $13,984-99.2% | $513-77.5% |