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 |
|---|---|---|
COORDINATED CAPITAL SECURITIES INC1+ years Service code 55 | Other Commissions | $28,092 |
Filed as: GREAT-WEST LIFE & ANNUTIY INSURANCE Service code 64 COMPANY · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,332 |
BENEFIT ADMINISTRATION, INC.1+ years Service code 13 400 AHNAIP STREET · MENASHA, WI 54952 | Contract Administrator | $4,858 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
COORDINATED CAPITAL SECURITIES INC1+ years Filed as: COORDINATED CAPITAL Service code 55 SECURITIES INC · MADISON, WI 53716 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,656 | $42,546-18.5% | $71,796-51.7% | $55,167-37.2% |
| Participation rate | 60.0% | 59.1%+0.9pp | 69.1%-9.1pp | 69.0%-9.0pp |
| Annual return | 5.93% | 12.36%-6.4pp | 78.04%-72.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $330 | $803-58.9% | $1,924-82.9% | $1,963-83.2% |
| Participant deferral / active EE | $1,668 | $2,064-19.2% | $2,794-40.3% | $3,054-45.4% |
| Admin fee / account holder | $167 | $650-74.3% | $4,815-96.5% | $504-66.9% |