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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,849 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $11,021 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PR Service code 13 250 MUNOZ RIVERA AVE 10TH FLOOR · SAN JUAN, PR 00985 | Contract Administrator | $7,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,066 | $36,916-51.1% | $156,549-88.5% | $57,658-68.7% |
| Participation rate | 59.4% | 63.4%-4.0pp | 84.0%-24.6pp | 70.2%-10.8pp |
| Annual return | 6.06% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $427 | $1,571-72.8% | $5,501-92.2% | $1,974-78.4% |
| Participant deferral / active EE | $1,044 | $1,926-45.8% | $4,871-78.6% | $3,061-65.9% |
| Admin fee / account holder | $46 | $82-44.0% | $13,027-99.6% | $95-51.1% |