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 | $35,533 |
UNITED RETIREMENT INC5 years Filed as: UNITED RETIREMENT, INC Service code 13 4000 CRUMS MILL ROAD SUITE 102 · HARRISBURG, PA 17112 | Contract Administrator | $1,875 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS, LLC Service code 55 | Other Commissions | $0 |
Filed as: INVESTORS CAPITAL CORP Service code 64 | Recordkeeping Fees | $0 |
UNITED RETIREMENT INC5 years Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,610 | $52,293-26.2% | $178,490-78.4% | $73,409-47.4% |
| Participation rate | 19.3% | 65.3%-46.1pp | 81.9%-62.6pp | 72.2%-52.9pp |
| Annual return | 13.40% | 34.75%-21.3pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $222 | $1,735-87.2% | $5,011-95.6% | $2,234-90.1% |
| Participant deferral / active EE | $567 | $2,332-75.7% | $5,202-89.1% | $3,805-85.1% |
| Admin fee / account holder | $352 | $127+176.2% | $13,984-97.5% | $158+122.8% |