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 | $49,689 |
HUNTINGTON NATIONAL BANK4+ years Filed as: HUNTINGTON INVESTMENT CO. Service code 55 41 S. HIGH ST., 7TH FL. · COLUMBUS, OH 43215 | Other Commissions | $42,733 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,356 |
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 | $75,136 | $66,302+13.3% | $110,238-31.8% | $56,287+33.5% |
| Participation rate | 91.6% | 74.9%+16.6pp | 79.8%+11.7pp | 69.9%+21.7pp |
| Annual return | -0.92% | -1.18%+0.3pp | 314.74%-315.7pp | -9.96%+9.0pp |
| Employer contribution / active EE | $1,052 | $2,047-48.6% | $3,826-72.5% | $2,111-50.1% |
| Participant deferral / active EE | $3,829 | $3,381+13.2% | $4,672-18.0% | $3,350+14.3% |
| Admin fee / account holder | $227 | $698-67.4% | $8,547-97.3% | $521-56.3% |