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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,036 |
DA DAVIDSON & CO5 years Filed as: DA DAVIDSON Service code 55 | Other Commissions | $9,070 |
Filed as: HUNTER BENEFITS Service code 13 | Contract Administrator | $2,698 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,167 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $530 |
Service code 13 119 E PALATINE RD · PALATINE, IL 60067 | Contract Administrator | $250 |
DA DAVIDSON & CO7+ years Service code 55 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,960 | $39,286+6.8% | $80,716-48.0% | $79,386-47.1% |
| Participation rate | 42.0% | 41.0%+1.0pp | 54.2%-12.2pp | 70.7%-28.7pp |
| Annual return | 13.33% | 98.95%-85.6pp | 87.28%-74.0pp | 116.85%-103.5pp |
| Employer contribution / active EE | $407 | $594-31.4% | $1,160-64.9% | $2,427-83.2% |
| Participant deferral / active EE | $1,070 | $1,264-15.3% | $2,146-50.1% | $4,046-73.5% |
| Admin fee / account holder | $173 | $647-73.2% | $3,380-94.9% | $626-72.3% |