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 AND ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $29,573 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $7,310 |
CONSULTING ACTUARIAL GROUP, INC.6+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $0 |
HORNOR TOWNSEND & KENT INC2 years Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 P O BOX 822215 · PHILADELPHIA, PA 19182 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,141 | $70,908+83.5% | $98,907+31.6% | $73,488+77.1% |
| Participation rate | 78.3% | 73.8%+4.6pp | 76.0%+2.3pp | 70.7%+7.7pp |
| Annual return | 16.94% | 34.17%-17.2pp | 196.43%-179.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,031 | $2,036-49.4% | $2,689-61.6% | $2,270-54.6% |
| Participant deferral / active EE | $6,297 | $3,500+79.9% | $4,244+48.4% | $3,740+68.4% |
| Admin fee / account holder | $284 | $535-46.9% | $6,642-95.7% | $513-44.6% |