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 & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $117,878 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $32,142 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,611 |
AMERICAN FUNDS5+ years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO5+ years Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5+ years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIONEER5+ years Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,741 | $79,428+58.3% | $106,548+18.0% | $79,386+58.4% |
| Participation rate | 96.2% | 74.1%+22.1pp | 76.1%+20.1pp | 70.7%+25.5pp |
| Annual return | 14.58% | 18.27%-3.7pp | 26.80%-12.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,427 | $2,234+8.6% | $2,819-13.9% | $2,4270% |
| Participant deferral / active EE | $5,999 | $3,823+56.9% | $4,398+36.4% | $4,046+48.3% |
| Admin fee / account holder | $677 | $523+29.5% | $7,407-90.9% | $626+8.1% |