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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $829 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,102 | $98,982-74.6% | $162,163-84.5% | $65,185-61.5% |
| Participation rate | 73.2% | 85.8%-12.6pp | 87.6%-14.3pp | 70.2%+3.0pp |
| Annual return | 42.51% | 24.84%+17.7pp | 115.59%-73.1pp | 29.38%+13.1pp |
| Employer contribution / active EE | $2,074 | $3,467-40.2% | $5,614-63.1% | $2,177-4.7% |
| Participant deferral / active EE | $5,931 | $5,384+10.2% | $7,298-18.7% | $3,514+68.8% |
| Admin fee / account holder | $81 | $596-86.4% | $10,843-99.2% | $847-90.4% |