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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,861 |
PBMARES, LLP1+ years Service code 10 · EIN 54-0737372 | Accounting | $5,625 |
INVEST FINANCIAL CORPORATION1+ years Service code 55 PO BOX 5097 · APPLETON, WI 54912 | Other Commissions | $4,543 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,182 | $43,423-39.7% | $78,689-66.7% | $55,167-52.5% |
| Participation rate | 51.4% | 68.0%-16.6pp | 73.6%-22.2pp | 69.0%-17.6pp |
| Annual return | 2.68% | 11.53%-8.8pp | 62.18%-59.5pp | 169.23%-166.5pp |
| Employer contribution / active EE | $456 | $1,997-77.1% | $2,851-84.0% | $1,963-76.7% |
| Participant deferral / active EE | $1,923 | $2,509-23.3% | $3,517-45.3% | $3,054-37.0% |
| Admin fee / account holder | $150 | $416-63.9% | $4,510-96.7% | $504-70.2% |