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: WEALTHSPIRE RETIREMENT INC. Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $19,215 |
Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,607 |
OMEGA PENSIONS INC11+ years Service code 13 812 HURON ROAD STE 670 · CLEVELAND, OH 44115 | Contract Administrator | $9,000 |
GREAT-WEST LIFE & ANNUITY INSURANCE11+ years Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,740 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,464 | $109,881+161.6% | $150,045+91.6% | $84,808+239.0% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 13.71% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $7,327 | $3,561+105.7% | $4,693+56.1% | $2,631+178.5% |
| Participant deferral / active EE | $12,132 | $6,636+82.8% | $7,997+51.7% | $4,212+188.1% |
| Admin fee / account holder | $37,991 | $8,568+343.4% | $13,435+182.8% | $7,344+417.3% |