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 | $28,559 |
SAN DIEGO PENSION CONSULTANTS6+ years Service code 13 9665 CHESAPEAKE DR. STE 201 · SAN DIEGO, CA 92123 | Contract Administrator | $11,755 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,867 |
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 | $70,123 | $99,957-29.8% | $149,696-53.2% | $73,488-4.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 14.29% | 53.87%-39.6pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $4,401 | $3,191+37.9% | $4,644-5.2% | $2,270+93.9% |
| Participant deferral / active EE | $6,779 | $6,073+11.6% | $6,842-0.9% | $3,740+81.3% |
| Admin fee / account holder | $144 | $551-73.9% | $9,309-98.5% | $513-71.9% |