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 9-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: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,457 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER, MALE & STRAKOWSKI Service code 13 4540 COOPER ROAD · CINCINNATI, OH 45242 | Contract Administrator | $2,137 |
Filed as: SCHNEIDER MALE & STRAKOWSKI CO EA Service code 13 | Contract Administrator | $1,997 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $454 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,698 | $56,485-89.9% | $185,823-96.9% | $86,799-93.4% |
| Participation rate | 75.2% | 65.5%+9.7pp | 81.7%-6.5pp | 72.3%+2.9pp |
| Annual return | 17.23% | 118.04%-100.8pp | 122.05%-104.8pp | 97.91%-80.7pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,780 | $2,553-30.3% | $5,568-68.0% | $4,131-56.9% |
| Admin fee / account holder | $35 | $150-76.5% | $16,237-99.8% | $170-79.3% |