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 CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $396 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE ST. SE · SALEM, OR 97302 | Contract Administrator | $255 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 55 · EIN 94-1347393 401 S TRYON ST. 11TH FLOOR · CHARLOTTE, NC 28081 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,661 | $51,244-59.7% | $80,975-74.5% | $55,167-62.5% |
| Participation rate | 44.5% | 71.7%-27.1pp | 75.8%-31.3pp | 69.0%-24.4pp |
| Annual return | 88.87% | 17.39%+71.5pp | 17.10%+71.8pp | 169.23%-80.4pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,444 | $4,418+23.2% | $5,696-4.4% | $3,054+78.2% |
| Admin fee / account holder | $11 | $398-97.1% | $5,516-99.8% | $504-97.7% |