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, CO 80111 | Recordkeeping Fees | $9,442 |
ACG ADVISORY SERVICES2 years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $9,270 |
ACTUARIAL BENEFITS CORP2 years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $8,405 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,158 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,595 | $84,487-66.2% | $125,339-77.2% | $66,914-57.3% |
| Participation rate | 77.0% | 76.4%+0.6pp | 82.4%-5.3pp | 69.8%+7.2pp |
| Annual return | -18.27% | -8.39%-9.9pp | 572.05%-590.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $2,206 | $3,553-37.9% | $4,814-54.2% | $2,544-13.3% |
| Participant deferral / active EE | $4,693 | $6,781-30.8% | $7,446-37.0% | $4,237+10.8% |
| Admin fee / account holder | $214 | $685-68.7% | $10,010-97.9% | $593-63.8% |