See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,646 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,160 |
Filed as: GWFS EQUITIES INC Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $450 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,190 | $84,948+45.0% | $70,449+74.9% | $73,409+67.8% |
| Participation rate | 92.4% | 79.9%+12.5pp | 75.1%+17.4pp | 72.2%+20.3pp |
| Annual return | 11.99% | 13.39%-1.4pp | 109.03%-97.0pp | 59.29%-47.3pp |
| Employer contribution / active EE | $6,145 | $2,834+116.8% | $2,737+124.5% | $2,234+175.1% |
| Participant deferral / active EE | $2,917 | $3,387-13.9% | $3,709-21.3% | $3,805-23.3% |
| Admin fee / account holder | $93 | $98-4.8% | $3,845-97.6% | $158-40.9% |