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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $36,137 |
LPL FINANCIAL4 years Service code 55 5150 CASCADE SE SUITE A · GRAND RAPIDS, MI 49546 | Other Commissions | $18,121 |
WATKINS ROSS1 year Service code 13 · EIN 38-1477362 | Contract Administrator | $7,559 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,550 | $54,590-1.9% | $81,930-34.6% | $73,488-27.1% |
| Participation rate | 69.8% | 68.3%+1.5pp | 72.0%-2.2pp | 70.7%-0.9pp |
| Annual return | 13.90% | 17.74%-3.8pp | 29.49%-15.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $783 | $1,636-52.1% | $4,310-81.8% | $2,270-65.5% |
| Participant deferral / active EE | $3,443 | $2,759+24.8% | $7,107-51.5% | $3,740-7.9% |
| Admin fee / account holder | $207 | $592-65.1% | $5,158-96.0% | $513-59.8% |