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 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,570 |
Service code 55 | Other Commissions | $1,037 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $906 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 700 S MARIENFELD · MIDLAND, TX 79701 | Contract Administrator | $231 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $101 |
Filed as: RAYMOND JAMES FINANCIAL SVCS Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,249 | $52,953-90.1% | $172,739-97.0% | $65,185-91.9% |
| Participation rate | 11.7% | 66.2%-54.5pp | 82.6%-70.9pp | 70.2%-58.5pp |
| Annual return | 20.56% | 30.12%-9.6pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $501 | $2,471-79.7% | $5,198-90.4% | $3,514-85.8% |
| Admin fee / account holder | $83 | $472-82.5% | $13,954-99.4% | $847-90.3% |