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 & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,826 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,747 |
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 | $28,599 | $54,320-47.4% | $67,652-57.7% | $52,331-45.3% |
| Participation rate | 71.8% | 73.6%-1.8pp | 75.7%-3.9pp | 68.1%+3.7pp |
| Annual return | -0.28% | 6.81%-7.1pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $488 | $1,544-68.4% | $2,266-78.5% | $1,882-74.1% |
| Participant deferral / active EE | $1,623 | $2,950-45.0% | $3,560-54.4% | $3,022-46.3% |
| Admin fee / account holder | $94 | $527-82.1% | $4,821-98.0% | $592-84.1% |