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 |
|---|---|---|
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $2,713 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $850 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,712 | $52,953-34.4% | $172,739-79.9% | $65,185-46.7% |
| Participation rate | 48.1% | 66.2%-18.1pp | 82.6%-34.6pp | 70.2%-22.1pp |
| Annual return | 16.78% | 30.12%-13.3pp | 802.84%-786.1pp | 29.38%-12.6pp |
| Employer contribution / active EE | $1,022 | $2,190-53.3% | $5,143-80.1% | $2,177-53.0% |
| Participant deferral / active EE | $1,796 | $2,471-27.3% | $5,198-65.4% | $3,514-48.9% |
| Admin fee / account holder | $18 | $472-96.2% | $13,954-99.9% | $847-97.9% |