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.
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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 | $29,440 |
TRUOG-RYDING COMPANY, INC.6 years Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91105 | Contract Administrator | $17,728 |
Service code 55 141 W. GREEN ST. · PASADENA, CA 91105 | Other Commissions | $14,626 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,698 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,602 | $87,733-40.0% | $106,548-50.6% | $85,850-38.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.76% | 21.86%-11.1pp | 26.80%-16.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,087 | $2,073-47.6% | $2,819-61.4% | $2,565-57.6% |
| Participant deferral / active EE | $5,446 | $3,469+57.0% | $4,398+23.8% | $3,952+37.8% |
| Admin fee / account holder | $204 | $6,767-97.0% | $7,407-97.2% | $6,260-96.7% |