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&ANNUNITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,474 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 27 5299 DTC BLVD STE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $12,500 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $6,260 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $369 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,565 | $76,000+33.6% | $154,107-34.1% | $64,186+58.2% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.5pp | 69.6%+21.0pp |
| Annual return | -4.85% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,901 | $3,351+46.3% | $5,298-7.5% | $2,381+105.8% |
| Participant deferral / active EE | $7,557 | $3,175+138.0% | $5,081+48.7% | $3,470+117.8% |
| Admin fee / account holder | $340 | $5,596-93.9% | $13,411-97.5% | $4,888-93.0% |