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 & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $63,842 |
MARCUM LLP2 years Filed as: MARCUM Service code 50 · EIN 11-1986323 | Direct Payment | $17,847 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 50 · EIN 41-0746749 | Direct Payment | $13,125 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $571 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS5 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE5 years Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,692 | $78,275+64.4% | $109,143+17.9% | $86,799+48.3% |
| Participation rate | 94.5% | 73.8%+20.7pp | 75.9%+18.7pp | 72.3%+22.3pp |
| Annual return | 15.97% | 19.14%-3.2pp | 25.75%-9.8pp | 97.91%-81.9pp |
| Employer contribution / active EE | $9,224 | $3,105+197.1% | $3,722+147.8% | $2,405+283.5% |
| Participant deferral / active EE | $6,065 | $3,641+66.6% | $4,653+30.3% | $4,131+46.8% |
| Admin fee / account holder | $184 | $198-7.4% | $6,752-97.3% | $170+8.4% |