See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,209 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,972 | $81,208-11.4% | $98,907-27.2% | $79,858-9.9% |
| Participation rate | 94.9% | 72.5%+22.4pp | 76.0%+18.9pp | 69.6%+25.3pp |
| Annual return | 18.02% | 60.99%-43.0pp | 196.43%-178.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,001 | $1,960+53.1% | $2,689+11.6% | $2,471+21.5% |
| Participant deferral / active EE | $4,698 | $3,265+43.9% | $4,244+10.7% | $3,740+25.6% |
| Admin fee / account holder | $224 | $6,013-96.3% | $6,642-96.6% | $5,306-95.8% |