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 | $53,524 |
HUNTINGTON NATIONAL BANK5+ years Filed as: HUNTINGTON INVESTMENT CO. Service code 55 41 S. HIGH ST., 7TH FL. · COLUMBUS, OH 43215 | Other Commissions | $47,750 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $654 |
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 | $91,302 | $86,332+5.8% | $125,175-27.1% | $65,185+40.1% |
| Participation rate | 90.5% | 75.3%+15.2pp | 79.8%+10.7pp | 70.2%+20.3pp |
| Annual return | 20.92% | 27.43%-6.5pp | 43.79%-22.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,347 | $2,040-34.0% | $3,865-65.1% | $2,177-38.1% |
| Participant deferral / active EE | $4,632 | $3,537+31.0% | $4,937-6.2% | $3,514+31.8% |
| Admin fee / account holder | $262 | $609-57.0% | $9,702-97.3% | $847-69.1% |