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: GREATWEST LIFE & ANNUITY INS Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,009 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $35,604 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,734 |
Service code 99 6737 W WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $1,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,578 | $93,182+79.8% | $146,665+14.3% | $79,386+111.1% |
| Participation rate | 87.1% | 76.4%+10.6pp | 80.1%+7.0pp | 70.7%+16.4pp |
| Annual return | 12.69% | 21.61%-8.9pp | 22.74%-10.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,871 | $2,420+18.7% | $4,136-30.6% | $2,427+18.3% |
| Participant deferral / active EE | $6,342 | $4,169+52.1% | $5,506+15.2% | $4,046+56.8% |
| Admin fee / account holder | $664 | $585+13.6% | $10,280-93.5% | $626+6.1% |