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 | $4,809 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $594 |
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 | $31,086 | $136,307-77.2% | $177,821-82.5% | $73,488-57.7% |
| Participation rate | 87.6% | 86.1%+1.5pp | 87.7%-0.2pp | 70.7%+16.9pp |
| Annual return | 45.38% | 18.68%+26.7pp | 48.32%-2.9pp | 28.51%+16.9pp |
| Employer contribution / active EE | $2,229 | $3,712-40.0% | $5,918-62.3% | $2,270-1.8% |
| Participant deferral / active EE | $6,633 | $5,829+13.8% | $7,714-14.0% | $3,740+77.4% |
| Admin fee / account holder | $35 | $596-94.1% | $12,427-99.7% | $513-93.1% |