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 | $25,512 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,315 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,082 | $86,897-65.4% | $151,611-80.2% | $64,808-53.6% |
| Participation rate | 93.2% | 87.3%+6.0pp | 87.5%+5.7pp | 71.5%+21.8pp |
| Annual return | -11.88% | -3.57%-8.3pp | 3.33%-15.2pp | 32.82%-44.7pp |
| Employer contribution / active EE | $2,707 | $4,010-32.5% | $6,166-56.1% | $2,506+8.0% |
| Participant deferral / active EE | $7,536 | $6,690+12.6% | $8,363-9.9% | $4,310+74.8% |
| Admin fee / account holder | $70 | $153-54.0% | $11,616-99.4% | $188-62.5% |