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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,126 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $56,155 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 27 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $50,225 |
ASPERIA INC1 year Service code 13 546 MAIN STREET, SUITE 101 · WORCESTER, MA 01608 | Contract Administrator | $11,896 |
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 | $36,167 | $155,795-76.8% | $136,294-73.5% | $69,631-48.1% |
| Participation rate | 85.7% | 75.2%+10.4pp | 81.9%+3.8pp | 70.7%+15.0pp |
| Annual return | 22.85% | 232464.33%-232441.5pp | 5155.94%-5133.1pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $1,686 | $2,991-43.6% | $4,695-64.1% | $2,032-17.0% |
| Participant deferral / active EE | $4,460 | $5,394-17.3% | $6,247-28.6% | $3,224+38.4% |
| Admin fee / account holder | $218 | $128+69.7% | $9,243-97.6% | $110+97.1% |