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 C Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,324 |
CETERA ADVISOR NETWORKS LLC4 years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $77,606 |
Filed as: CORPORATE BENEFIT ADMINISTRATORS IN Service code 13 37 28TH AVENUE NORTH STE 101 · ST. CLOUD, MN 56303 | Contract Administrator | $9,938 |
Filed as: TAX SHELTERED COMPENSATION INC. Service code 13 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Contract Administrator | $6,848 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,175 | $95,542-1.4% | $69,455+35.6% | $67,579+39.4% |
| Participation rate | 91.0% | 79.4%+11.6pp | 74.6%+16.4pp | 71.3%+19.7pp |
| Annual return | 22.47% | 17.67%+4.8pp | 28.97%-6.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,569 | $2,989-14.0% | $2,779-7.6% | $2,148+19.6% |
| Participant deferral / active EE | $7,103 | $3,263+117.7% | $3,535+100.9% | $3,539+100.7% |
| Admin fee / account holder | $341 | $90+279.5% | $3,839-91.1% | $142+139.6% |