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 INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $30,173 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $22,877 |
GOLDLEAF PARTNERS3+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $8,470 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVS Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,577 | $73,102+2.0% | $123,544-39.6% | $56,287+32.5% |
| Participation rate | 50.8% | 74.3%-23.5pp | 82.3%-31.5pp | 69.9%-19.0pp |
| Annual return | -5.61% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,885 | $2,977-36.7% | $4,628-59.3% | $2,111-10.7% |
| Participant deferral / active EE | $4,080 | $5,423-24.8% | $6,426-36.5% | $3,350+21.8% |
| Admin fee / account holder | $345 | $554-37.8% | $9,284-96.3% | $521-33.8% |