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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,078 |
KDV WEALTH MANAGEMENT, LLC4+ years Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $24,309 |
Filed as: CORPORATE BENEFIT ADMINISTRATORS Service code 13 37 28TH AVENUE NORTH · ST. CLOUD, MN 56303 | Contract Administrator | $6,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,919 | $59,186-54.5% | $76,768-64.9% | $56,287-52.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 77.0%+11.2pp | 69.9%+18.3pp |
| Annual return | -7.11% | 6.62%-13.7pp | 2.43%-9.5pp | -9.96%+2.8pp |
| Employer contribution / active EE | $793 | $1,759-54.9% | $2,485-68.1% | $2,111-62.5% |
| Participant deferral / active EE | $2,813 | $3,255-13.6% | $3,852-27.0% | $3,350-16.0% |
| Admin fee / account holder | $339 | $489-30.6% | $6,675-94.9% | $521-34.9% |