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 | $30,648 |
SAN DIEGO PENSION CONSULTANTS4+ years Service code 13 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $14,305 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,757 |
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 | $38,834 | $73,102-46.9% | $123,544-68.6% | $56,287-31.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.10% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,392 | $2,977+47.5% | $4,628-5.1% | $2,111+108.0% |
| Participant deferral / active EE | $7,705 | $5,423+42.1% | $6,426+19.9% | $3,350+130.0% |
| Admin fee / account holder | $190 | $554-65.7% | $9,284-98.0% | $521-63.6% |