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 INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,175 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $15,809 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 10319 DAWSONS CREEK BLVD, STE A · FORT WAYNE, IN 46825 | Contract Administrator | $10,107 |
Filed as: ADVISED ASSETS GROUP, LCC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $501 |
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 | $68,713 | $69,362-0.9% | $101,248-32.1% | $73,488-6.5% |
| Participation rate | 77.0% | 68.4%+8.6pp | 75.8%+1.2pp | 70.7%+6.3pp |
| Annual return | 20.67% | 18.46%+2.2pp | 46.47%-25.8pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,171 | $2,628-55.4% | $3,660-68.0% | $2,270-48.4% |
| Participant deferral / active EE | $3,539 | $3,300+7.3% | $4,370-19.0% | $3,740-5.4% |
| Admin fee / account holder | $234 | $704-66.8% | $5,945-96.1% | $513-54.4% |