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 | $38,067 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 24 E COTA ST, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $33,362 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,737 |
DAVEY INSURANCE MARKETING INC3+ years Service code 13 · EIN 77-0396341 1645 SHAW AVENUE, SUITE 101 · CLOVIS, CA 93611 | Contract Administrator | $2,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,142 | $85,766+15.6% | $136,294-27.3% | $70,131+41.4% |
| Participation rate | 69.6% | 74.2%-4.6pp | 81.9%-12.4pp | 69.5%0pp |
| Annual return | 17.93% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $4,903 | $2,966+65.3% | $4,695+4.4% | $2,342+109.3% |
| Participant deferral / active EE | $6,218 | $5,051+23.1% | $6,247-0.5% | $3,332+86.6% |
| Admin fee / account holder | $523 | $5,420-90.4% | $9,243-94.3% | $4,645-88.7% |