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 7-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. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,703 |
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT INC. Service code 13 P.O. BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $5,322 |
Service code 27 4800 DEER LAKE DR. E · JACKSONVILLE, FL 32246 | Advisory (Plan) | $3,372 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $81 |
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 | $25,537 | $52,953-51.8% | $172,739-85.2% | $65,185-60.8% |
| Participation rate | 83.3% | 66.2%+17.1pp | 82.6%+0.7pp | 70.2%+13.1pp |
| Annual return | 302.70% | 30.12%+272.6pp | 802.84%-500.1pp | 29.38%+273.3pp |
| Employer contribution / active EE | $2,038 | $2,190-6.9% | $5,143-60.4% | $2,177-6.4% |
| Participant deferral / active EE | $4,767 | $2,471+92.9% | $5,198-8.3% | $3,514+35.7% |
| Admin fee / account holder | $44 | $472-90.7% | $13,954-99.7% | $847-94.8% |