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 INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,563 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS Service code 55 | Other Commissions | $2,905 |
GOLDLEAF PARTNERS3+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $1,753 |
Filed as: EMPOWER RETIREMENT ADIVSORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST · MINNEAPOLIS, MN 55401 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,528 | $62,672-68.8% | $185,117-89.5% | $70,131-72.2% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 15.52% | 40.79%-25.3pp | 40.50%-25.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $704 | $1,753-59.9% | $4,182-83.2% | $2,342-70.0% |
| Participant deferral / active EE | $1,817 | $3,272-44.5% | $5,045-64.0% | $3,332-45.5% |
| Admin fee / account holder | $158 | $3,932-96.0% | $8,159-98.1% | $4,645-96.6% |