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 CO. Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $198,675 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,420 |
Service code 27 24 E COTA ST, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $27,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,319 | $185,342-11.9% | $111,297+46.7% | $86,799+88.2% |
| Participation rate | 95.2% | 81.0%+14.2pp | 77.3%+17.9pp | 72.3%+22.9pp |
| Annual return | 77.00% | 500.80%-423.8pp | 54.65%+22.4pp | 97.91%-20.9pp |
| Employer contribution / active EE | $2,775 | $2,246+23.5% | $2,731+1.6% | $2,405+15.4% |
| Participant deferral / active EE | $4,198 | $4,458-5.9% | $4,487-6.5% | $4,131+1.6% |
| Admin fee / account holder | $206 | $255-19.2% | $7,964-97.4% | $170+21.7% |