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 |
|---|---|---|
RMI INSURANCE SERVICES INC.6+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $33,104 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,516 |
Service code 13 206 N. 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $1,260 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $111,846 | $60,776+84.0% | $85,682+30.5% | $79,386+40.9% |
| Participation rate | 98.1% | 62.1%+36.0pp | 69.9%+28.2pp | 70.7%+27.4pp |
| Annual return | 33.49% | 16.57%+16.9pp | 21.49%+12.0pp | 116.85%-83.4pp |
| Employer contribution / active EE | $4,762 | $1,663+186.3% | $2,618+81.9% | $2,427+96.2% |
| Participant deferral / active EE | $2,807 | $2,919-3.8% | $3,923-28.5% | $4,046-30.6% |
| Admin fee / account holder | $135 | $438-69.1% | $6,873-98.0% | $626-78.4% |