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 COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $92,987 |
TRIAD ADVISORS INC4 years Service code 55 5185 PEACHTREE PKWY 280 · NORCROSS, GA 300926541 | Other Commissions | $50,088 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6011 WEST COURTY ARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $17,809 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $8,748 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Other Fees | $5,000 |
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 | $145,632 | $88,122+65.3% | $141,162+3.2% | $67,579+115.5% |
| Participation rate | 82.1% | 76.5%+5.7pp | 82.5%-0.3pp | 71.3%+10.9pp |
| Annual return | 24.04% | 75.40%-51.4pp | 71.39%-47.3pp | 378.56%-354.5pp |
| Employer contribution / active EE | $3,913 | $3,224+21.3% | $4,735-17.4% | $2,148+82.2% |
| Participant deferral / active EE | $5,889 | $5,958-1.2% | $6,709-12.2% | $3,539+66.4% |
| Admin fee / account holder | $443 | $131+238.6% | $10,261-95.7% | $142+211.5% |