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 & ANNUUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,353 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $36,203 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,856 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPL Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $11,904 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,089 | $93,182-67.7% | $146,665-79.5% | $79,386-62.1% |
| Participation rate | 81.1% | 76.4%+4.7pp | 80.1%+1.0pp | 70.7%+10.4pp |
| Annual return | 15.16% | 21.61%-6.5pp | 22.74%-7.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,740 | $2,420-28.1% | $4,136-57.9% | $2,427-28.3% |
| Participant deferral / active EE | $4,688 | $4,169+12.4% | $5,506-14.9% | $4,046+15.9% |
| Admin fee / account holder | $182 | $585-68.8% | $10,280-98.2% | $626-70.9% |