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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILL, CO 80111 | Recordkeeping Fees | $25,882 |
Filed as: UBS FINANCIAL SVCS Service code 26 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Participants) | $14,322 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,175 |
Filed as: FLORIDA RETIREMENT CONS Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $2,239 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INC Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,438 | $77,660-13.2% | $109,143-38.2% | $79,386-15.1% |
| Participation rate | 90.8% | 67.8%+23.0pp | 75.9%+14.9pp | 70.7%+20.1pp |
| Annual return | 28.44% | 23.44%+5.0pp | 25.75%+2.7pp | 116.85%-88.4pp |
| Employer contribution / active EE | $8,895 | $2,797+218.0% | $3,722+139.0% | $2,427+266.4% |
| Participant deferral / active EE | $7,483 | $3,518+112.7% | $4,653+60.8% | $4,046+85.0% |
| Admin fee / account holder | $207 | $732-71.7% | $6,752-96.9% | $626-66.9% |