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: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,468 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,126 |
ACUFF & ASSOCIATES, INC.5+ years Service code 13 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $5,967 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,299 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,726 | $56,972-21.5% | $182,532-75.5% | $65,185-31.4% |
| Participation rate | 74.6% | 66.5%+8.1pp | 78.0%-3.3pp | 70.2%+4.4pp |
| Annual return | 18.59% | 27.67%-9.1pp | 148.54%-129.9pp | 29.38%-10.8pp |
| Employer contribution / active EE | $344 | $1,615-78.7% | $4,076-91.6% | $2,177-84.2% |
| Participant deferral / active EE | $3,240 | $3,526-8.1% | $5,524-41.4% | $3,514-7.8% |
| Admin fee / account holder | $319 | $528-39.5% | $8,592-96.3% | $847-62.3% |