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 8-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 | $22,595 |
ISC ADVISORS INC2 years Filed as: ISC ADVISORS Service code 27 3500 OAK LAWN AVE, SUITE 400 · DALLAS, TX 75219 | Advisory (Plan) | $19,568 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $8,090 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,740 | $98,750-24.3% | $149,696-50.1% | $79,858-6.4% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 16.22% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,140 | $3,216-2.4% | $4,644-32.4% | $2,471+27.1% |
| Participant deferral / active EE | $6,864 | $5,680+20.8% | $6,842+0.3% | $3,740+83.5% |
| Admin fee / account holder | $340 | $6,053-94.4% | $9,309-96.3% | $5,306-93.6% |