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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,274 |
SAN DIEGO PENSION CONSULTANTS3+ years Service code 13 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $11,590 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,355 |
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 | $51,905 | $80,753-35.7% | $136,294-61.9% | $62,292-16.7% |
| Participation rate | 99.3% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 19.27% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $4,153 | $2,884+44.0% | $4,695-11.5% | $2,042+103.4% |
| Participant deferral / active EE | $7,500 | $5,164+45.2% | $6,247+20.1% | $3,169+136.7% |
| Admin fee / account holder | $122 | $525-76.7% | $9,243-98.7% | $479-74.5% |