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 · EIN 84-0467907 | Recordkeeping Fees | $22,307 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $10,633 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $5,601 |
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 | $22,548 | $46,072-51.1% | $70,014-67.8% | $55,167-59.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 12.32% | 8.68%+3.6pp | 12.99%-0.7pp | 169.23%-156.9pp |
| Employer contribution / active EE | $2,643 | $1,500+76.2% | $2,338+13.0% | $1,963+34.7% |
| Participant deferral / active EE | $4,251 | $2,344+81.4% | $2,931+45.0% | $3,054+39.2% |
| Admin fee / account holder | $85 | $428-80.1% | $4,380-98.1% | $504-83.1% |