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 LIF & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CA 80111 | Recordkeeping Fees | $3,036 |
GOLDMAN SACHS1 year Filed as: ARKADIOS CAPITAL PARTNERS LLC Service code 55 3333 PEIDMONT RD NE STE 2010 · ATLANTA, GA 30305 | Other Commissions | $2,069 |
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS, INC. Service code 55 | Other Commissions | $1,929 |
RETIREMENT STRATEGIES, INC.2+ years Service code 13 229 FURY'S FERRY RD, STE 131 · AUGUSTA, GA 30907 | Contract Administrator | $1,694 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 3333 PEIDMONT RD NE STE 2010 · ATLANTA, GA 30305 | Investment Management | $65 |
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS INC. Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 30092 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $23,393 | $80,753-71.0% | $136,294-82.8% | $62,292-62.4% |
| Participation rate | 22.6% | 73.5%-50.9pp | 81.9%-59.3pp | 69.5%-46.9pp |
| Annual return | 13.51% | 35.83%-22.3pp | 5155.94%-5142.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $126 | $2,884-95.6% | $4,695-97.3% | $2,042-93.8% |
| Participant deferral / active EE | $913 | $5,164-82.3% | $6,247-85.4% | $3,169-71.2% |
| Admin fee / account holder | $122 | $525-76.8% | $9,243-98.7% | $479-74.5% |