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.
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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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,017 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $9,549 |
FLEXPATH STRATEGIES, LLC2 years Filed as: FLEXPATH STRATEGIES LLC Service code 27 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $1,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,350 | $65,061-65.6% | $143,757-84.5% | $66,914-66.6% |
| Participation rate | 29.7% | 65.2%-35.4pp | 80.3%-50.6pp | 69.8%-40.1pp |
| Annual return | -15.22% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $300 | $2,361-87.3% | $4,951-93.9% | $2,544-88.2% |
| Participant deferral / active EE | $2,008 | $2,919-31.2% | $5,637-64.4% | $4,237-52.6% |
| Admin fee / account holder | $164 | $502-67.4% | $14,673-98.9% | $593-72.4% |