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 | $61,740 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $22,499 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,117 |
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 | $109,915 | $84,936+29.4% | $111,297-1.2% | $79,386+38.5% |
| Participation rate | 94.9% | 75.9%+19.0pp | 77.3%+17.6pp | 70.7%+24.2pp |
| Annual return | 18.86% | 17.45%+1.4pp | 54.65%-35.8pp | 116.85%-98.0pp |
| Employer contribution / active EE | $3,398 | $1,979+71.7% | $2,731+24.4% | $2,427+40.0% |
| Participant deferral / active EE | $11,225 | $3,888+188.7% | $4,487+150.1% | $4,046+177.5% |
| Admin fee / account holder | $385 | $537-28.4% | $7,964-95.2% | $626-38.6% |