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 | $33,895 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA ST, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $28,553 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,239 |
DAVEY INSURANCE MARKETING INC2+ years Service code 13 · EIN 77-0396341 1645 SHAW AVENUE, SUITE 101 · CLOVIS, CA 93611 | Contract Administrator | $3,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,109 | $75,183+6.6% | $123,892-35.3% | $55,167+45.2% |
| Participation rate | 73.8% | 72.8%+1.0pp | 81.4%-7.6pp | 69.0%+4.8pp |
| Annual return | 7.50% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $4,745 | $2,823+68.1% | $4,617+2.8% | $1,963+141.8% |
| Participant deferral / active EE | $6,303 | $5,084+24.0% | $5,984+5.3% | $3,054+106.4% |
| Admin fee / account holder | $416 | $663-37.2% | $8,357-95.0% | $504-17.5% |