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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.
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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 | $25,423 |
THE ALLOCATION COMPANY5+ years Service code 13 · EIN 76-0354750 P O BOX 940010 · HOUSTON, TX 77094 | Contract Administrator | $1,425 |
Filed as: EMPOWER RET ADV SERV Service code 28 · EIN 33-0656671 8515 EAST ORCHARDROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $700 |
WELLS FARGO BANK, N.A.5+ 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 | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,976 | $45,863+61.3% | $77,024-4.0% | $68,494+8.0% |
| Participation rate | 85.1% | 55.9%+29.2pp | 67.9%+17.2pp | 67.9%+17.2pp |
| Annual return | -17.55% | 1.72%-19.3pp | 42.32%-59.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,345 | $1,650+42.2% | $2,812-16.6% | $2,596-9.7% |
| Participant deferral / active EE | $4,101 | $2,962+38.4% | $4,426-7.3% | $4,027+1.8% |
| Admin fee / account holder | $550 | $3,041-81.9% | $5,425-89.9% | $5,403-89.8% |