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.
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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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 801110000 | Recordkeeping Fees | $7,799 |
PINNACLE PLAN DESIGN, LLC1+ years Service code 13 · EIN 20-3970497 1985 E. RIVER ROAD, SUITE 111 · TUCSON, AZ 85718 | Contract Administrator | $6,690 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $4,898 |
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 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 | $19,293 | $55,453-65.2% | $170,442-88.7% | $62,292-69.0% |
| Participation rate | 69.2% | 66.4%+2.8pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 44.39% | 21.38%+23.0pp | 205.93%-161.5pp | 28.90%+15.5pp |
| Employer contribution / active EE | $1,344 | $2,164-37.9% | $5,433-75.3% | $2,042-34.2% |
| Participant deferral / active EE | $2,064 | $2,303-10.4% | $4,939-58.2% | $3,169-34.9% |
| Admin fee / account holder | $70 | $455-84.6% | $13,880-99.5% | $479-85.3% |