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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,790 |
PENSION WORKS, INC.1 year Service code 13 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Contract Administrator | $10,540 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $5,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $33,882 | $46,722-27.5% | $130,648-74.1% | $65,185-48.0% |
| Participation rate | 37.2% | 60.9%-23.7pp | 71.7%-34.5pp | 70.2%-33.0pp |
| Annual return | 18.17% | 24.17%-6.0pp | 1708.96%-1690.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,056 | $2,545-58.5% | $3,603-70.7% | $3,514-69.9% |
| Admin fee / account holder | $466 | $453+2.9% | $5,464-91.5% | $847-45.0% |