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: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,643 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $6,964 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,619 |
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 | $96,883 | $63,114+53.5% | $92,893+4.3% | $65,185+48.6% |
| Participation rate | 93.7% | 68.8%+24.9pp | 76.0%+17.7pp | 70.2%+23.5pp |
| Annual return | 24.68% | 28.75%-4.1pp | 109.41%-84.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $3,406 | $2,571+32.5% | $3,653-6.8% | $2,177+56.5% |
| Participant deferral / active EE | $8,576 | $3,108+175.9% | $4,236+102.4% | $3,514+144.1% |
| Admin fee / account holder | $109 | $624-82.5% | $5,794-98.1% | $847-87.1% |