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 |
|---|---|---|
GREAT WESTERN BANK4 years Service code 99 35 1ST AVENUE NE · WATERTOWN, SD 57201 | Other Fees | $8,670 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,728 |
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 | $40,645 | $55,214-26.4% | $104,607-61.1% | $73,488-44.7% |
| Participation rate | 69.2% | 67.8%+1.4pp | 74.1%-4.8pp | 70.7%-1.4pp |
| Annual return | 17.41% | 24.79%-7.4pp | 340.46%-323.1pp | 28.51%-11.1pp |
| Employer contribution / active EE | $900 | $1,468-38.7% | $2,681-66.4% | $2,270-60.3% |
| Participant deferral / active EE | $3,117 | $2,925+6.6% | $3,740-16.7% | $3,740-16.7% |
| Admin fee / account holder | $152 | $424-64.2% | $6,473-97.7% | $513-70.5% |