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 & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,720 |
PBMARES, LLP7+ years Service code 10 · EIN 54-0737372 | Accounting | $11,375 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $10,372 |
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 | $30,455 | $54,350-44.0% | $82,719-63.2% | $68,494-55.5% |
| Participation rate | 71.3% | 63.9%+7.4pp | 72.6%-1.3pp | 67.9%+3.4pp |
| Annual return | -9.15% | -13.67%+4.5pp | 701.18%-710.3pp | -7.84%-1.3pp |
| Employer contribution / active EE | $710 | $2,218-68.0% | $3,009-76.4% | $2,596-72.7% |
| Participant deferral / active EE | $2,685 | $3,246-17.3% | $4,395-38.9% | $4,027-33.3% |
| Admin fee / account holder | $396 | $4,395-91.0% | $5,329-92.6% | $5,403-92.7% |