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 INS CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,055 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $54,139 |
Filed as: AVANTAX INVESTMENT SERVICES INC DBA Service code 27 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Advisory (Plan) | $49,022 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 | Other Commissions | $30,990 |
AVANTAX INSURANCE AGENCY LLC3 years Filed as: AVANTAX INVESTMENT SERVICES Service code 55 | Other Commissions | $14,219 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,852 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,756 | $95,274-57.2% | $135,903-70.0% | $74,419-45.2% |
| Participation rate | 83.8% | 78.2%+5.6pp | 81.9%+1.9pp | 70.7%+13.1pp |
| Annual return | 24.76% | 32.77%-8.0pp | 68.23%-43.5pp | 34.38%-9.6pp |
| Employer contribution / active EE | $3,233 | $3,874-16.5% | $4,856-33.4% | $2,637+22.6% |
| Participant deferral / active EE | $7,814 | $7,782+0.4% | $7,758+0.7% | $4,528+72.6% |
| Admin fee / account holder | $240 | $266-9.8% | $10,762-97.8% | $348-31.0% |