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 | $177,874 |
US BANCORP INVESTMENTS INC7+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $63,458 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $24,926 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $6,231 |
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 | $108,959 | $185,342-41.2% | $111,297-2.1% | $86,799+25.5% |
| Participation rate | 93.3% | 81.0%+12.3pp | 77.3%+16.0pp | 72.3%+21.0pp |
| Annual return | 13.44% | 500.80%-487.4pp | 54.65%-41.2pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,952 | $2,246-13.1% | $2,731-28.5% | $2,405-18.8% |
| Participant deferral / active EE | $4,520 | $4,458+1.4% | $4,487+0.7% | $4,131+9.4% |
| Admin fee / account holder | $339 | $255+32.8% | $7,964-95.7% | $170+100.1% |