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 5-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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,485 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $1,184 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 DBA ALLIANT RETIREM PO BOX 22052 · NEW YORK, NY 100872052 | Contract Administrator | $190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,718 | $26,549-67.2% | $61,373-85.8% | $66,914-87.0% |
| Participation rate | 18.5% | 38.1%-19.6pp | 52.6%-34.0pp | 69.8%-51.3pp |
| Annual return | -17.30% | -16.21%-1.1pp | 338.61%-355.9pp | 1.58%-18.9pp |
| Employer contribution / active EE | $458 | $651-29.6% | $1,159-60.5% | $2,544-82.0% |
| Participant deferral / active EE | $1,035 | $1,338-22.7% | $2,125-51.3% | $4,237-75.6% |
| Admin fee / account holder | $68 | $409-83.3% | $2,130-96.8% | $593-88.5% |