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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,036 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $2,603 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
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 | $81,519 | $78,422+3.9% | $95,952-15.0% | $79,858+2.1% |
| Participation rate | 95.4% | 73.5%+21.9pp | 77.1%+18.3pp | 69.6%+25.8pp |
| Annual return | 17.86% | 19.37%-1.5pp | 91.61%-73.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $602 | $1,945-69.0% | $2,541-76.3% | $2,471-75.6% |
| Participant deferral / active EE | $4,183 | $3,440+21.6% | $4,167+0.4% | $3,740+11.8% |
| Admin fee / account holder | $284 | $5,622-94.9% | $6,795-95.8% | $5,306-94.6% |