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 6-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 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $52,870 |
VANDERBILT SECURITIES LLC1+ years Filed as: VANDERBILT SECURITIES Service code 55 | Other Commissions | $32,086 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Contract Administrator | $15,000 |
VANDERBILT SECURITIES LLC1+ years Filed as: VANDERBILT SECURITIES, LLC Service code 55 445 BROADHOLLOW ROAD, SUITE 400 · MELVILLE, NY 11747 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,803 | $29,369+130.9% | $77,482-12.5% | $73,409-7.6% |
| Participation rate | 31.3% | 37.9%-6.6pp | 54.2%-22.8pp | 72.2%-40.8pp |
| Annual return | 15.82% | 358.15%-342.3pp | 54.79%-39.0pp | 59.29%-43.5pp |
| Employer contribution / active EE | $740 | $406+82.3% | $986-25.0% | $2,234-66.9% |
| Participant deferral / active EE | $2,614 | $941+177.8% | $1,861+40.4% | $3,805-31.3% |
| Admin fee / account holder | $112 | $123-8.4% | $2,858-96.1% | $158-28.8% |