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 | $41,416 |
HUNTINGTON NATIONAL BANK3+ years Filed as: HUNTINGTON INVESTMENT CO. Service code 55 41 S. HIGH ST., 7TH FL. · COLUMBUS, OH 43215 | Other Commissions | $37,613 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $908 |
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 | $108,822 | $71,192+52.9% | $117,854-7.7% | $62,292+74.7% |
| Participation rate | 74.0% | 74.2%-0.2pp | 79.7%-5.6pp | 69.5%+4.5pp |
| Annual return | 14.37% | 18.66%-4.3pp | 335.08%-320.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $950 | $1,934-50.9% | $3,786-74.9% | $2,042-53.5% |
| Participant deferral / active EE | $4,006 | $3,189+25.6% | $4,482-10.6% | $3,169+26.4% |
| Admin fee / account holder | $272 | $587-53.7% | $8,020-96.6% | $479-43.3% |