See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,260 |
EMPLOYEE BENEFITS GROUP, LLC3+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $12,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80 |
Filed as: GWFS EQUITIES, INC. Service code 59 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,890 | $89,739+18.0% | $149,718-29.3% | $62,292+70.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.17% | 21.01%-6.8pp | 1501.63%-1487.5pp | 28.90%-14.7pp |
| Employer contribution / active EE | $5,920 | $3,233+83.1% | $5,445+8.7% | $2,042+189.9% |
| Participant deferral / active EE | $4,600 | $4,797-4.1% | $6,569-30.0% | $3,169+45.2% |
| Admin fee / account holder | $59 | $551-89.4% | $11,283-99.5% | $479-87.8% |