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 | $11,976 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $6,117 |
PENSION WORKS, INC.2 years Service code 13 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Contract Administrator | $735 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 82-3719843 FUTUREPLAN BY ASCENSUS · DRESHER, PA 19025 | Contract Administrator | $360 |
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 | $41,430 | $53,777-23.0% | $134,143-69.1% | $79,858-48.1% |
| Participation rate | 46.8% | 58.8%-11.9pp | 72.2%-25.3pp | 69.6%-22.8pp |
| Annual return | 13.68% | 19.01%-5.3pp | 36.33%-22.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,604 | $2,420-33.7% | $3,499-54.2% | $3,740-57.1% |
| Admin fee / account holder | $378 | $3,984-90.5% | $6,684-94.3% | $5,306-92.9% |