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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $23,820 |
Filed as: MORGAN STANLEY Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $19,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,086 | $64,909-49.0% | $82,313-59.8% | $62,292-46.9% |
| Participation rate | 61.9% | 74.9%-13.0pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 18.89% | 21.18%-2.3pp | 25.88%-7.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $654 | $1,676-60.9% | $2,428-73.0% | $2,042-68.0% |
| Participant deferral / active EE | $2,308 | $3,103-25.6% | $3,706-37.7% | $3,169-27.2% |
| Admin fee / account holder | $224 | $440-49.0% | $5,608-96.0% | $479-53.2% |