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 9-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 · EIN 84-0467907 | Recordkeeping Fees | $62,716 |
Filed as: RAYMOND JAMES FIN SERVICES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,411 |
Filed as: WOODBURY FIN SVCS INC. Service code 53 | Insurance Commissions | $2,914 |
Filed as: WOODBURY FIN SERVICES INC. Service code 53 · EIN 41-0944586 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,596 | $47,722-4.5% | $82,719-44.9% | $64,808-29.6% |
| Participation rate | 46.5% | 67.6%-21.1pp | 72.6%-26.0pp | 71.5%-24.9pp |
| Annual return | -13.03% | -13.05%0pp | 701.18%-714.2pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,193 | $2,179-45.3% | $3,009-60.4% | $2,506-52.4% |
| Participant deferral / active EE | $2,168 | $3,329-34.9% | $4,395-50.7% | $4,310-49.7% |
| Admin fee / account holder | $223 | $143+55.7% | $5,329-95.8% | $188+18.5% |