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 | $27,258 |
SAN DIEGO PENSION CONSULTANTS5+ years Service code 13 9665 CHESAPEAKE DR. STE 201 · SAN DIEGO, CA 92123 | Contract Administrator | $12,925 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,276 |
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 | $64,776 | $89,652-27.7% | $141,162-54.1% | $65,185-0.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.96% | 32.79%-11.8pp | 71.39%-50.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $4,476 | $3,065+46.1% | $4,735-5.5% | $2,177+105.7% |
| Participant deferral / active EE | $7,549 | $5,691+32.6% | $6,709+12.5% | $3,514+114.8% |
| Admin fee / account holder | $153 | $569-73.0% | $10,261-98.5% | $847-81.9% |