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 · EIN 33-0656671 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 28081 | Recordkeeping Fees | $28,448 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 55 · EIN 33-0656671 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $8,145 |
THE ALLOCATION COMPANY7+ years Service code 13 · EIN 76-0354750 P O BOX 940010 · HOUSTON, TX 77094 | Contract Administrator | $2,725 |
Filed as: EMPOWER RET ADV SERV Service code 28 · EIN 33-0656671 8515 EAST ORCHARDROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $674 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,031 | $57,016-12.3% | $84,966-41.1% | $80,856-38.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 16.28% | 21.66%-5.4pp | 66.38%-50.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,349 | $1,798+30.7% | $2,727-13.9% | $2,755-14.7% |
| Participant deferral / active EE | $4,528 | $3,110+45.6% | $4,519+0.2% | $4,296+5.4% |
| Admin fee / account holder | $312 | $4,980-93.7% | $6,149-94.9% | $6,918-95.5% |