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 INC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,694 |
SECURITY NATIONAL BANK4+ years Filed as: SECURITY SERVICES NETWORK Service code 55 | Other Commissions | $19,530 |
CONTINENTAL BENEFITS GROUP, INC.4+ years Service code 13 · EIN 82-3719843 | Contract Administrator | $17,240 |
CONTINENTAL BENEFITS GROUP, INC.4+ years Filed as: CONTINENTAL BENEFITS GROUP INC Service code 13 | Contract Administrator | $7,972 |
Service code 99 · EIN 62-1152936 | Other Fees | $3,188 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 | Investment Management | $364 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES SERVICE NETWORK INC Service code 55 · EIN 62-1152936 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,533 | $64,286-47.8% | $106,387-68.5% | $55,725-39.8% |
| Participation rate | 34.2% | 75.2%-41.0pp | 77.5%-43.3pp | 70.9%-36.7pp |
| Annual return | -1.23% | 0.84%-2.1pp | 0.25%-1.5pp | 244.93%-246.2pp |
| Employer contribution / active EE | $434 | $2,367-81.7% | $3,520-87.7% | $2,078-79.1% |
| Participant deferral / active EE | $1,620 | $4,158-61.0% | $5,421-70.1% | $3,356-51.7% |
| Admin fee / account holder | $308 | $102+200.9% | $7,510-95.9% | $115+167.2% |