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 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $4,415 |
MMA SECURITIES LLC2+ years Filed as: JARDINE LLOYD THOMPSON SINS SVCS, I Service code 16 22 CENTURY HILL DT STE 102 · LATHAM, NY 12110 | Consulting | $3,091 |
PENSYS, INC.2+ years Service code 13 2440 PROFESSIONAL DRIVE, SUITE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,804 | $56,629-33.2% | $77,999-51.5% | $55,167-31.5% |
| Participation rate | 34.0% | 73.3%-39.3pp | 75.5%-41.5pp | 69.0%-35.0pp |
| Annual return | 7.31% | 2866.98%-2859.7pp | 425.96%-418.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,114 | $2,777-23.9% | $3,497-39.5% | $3,054-30.8% |
| Admin fee / account holder | $117 | $467-75.0% | $5,480-97.9% | $504-76.8% |