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 |
|---|---|---|
Service code 55 7333 E DOUBLETREE RANCH · SCOTTSDALE, AZ 85258 | Other Commissions | $19,709 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,615 |
Service code 13 2 NORTH RIVERSIDE PLAZA, SUITE 1230 · CHICAGO, IL 60606 | Contract Administrator | $8,568 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,476 | $64,909-37.6% | $82,313-50.8% | $62,292-35.0% |
| Participation rate | 53.0% | 74.9%-21.9pp | 76.9%-23.9pp | 69.5%-16.5pp |
| Annual return | 15.99% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,073 | $1,676-36.0% | $2,428-55.8% | $2,042-47.5% |
| Participant deferral / active EE | $2,970 | $3,103-4.3% | $3,706-19.9% | $3,169-6.3% |
| Admin fee / account holder | $125 | $440-71.5% | $5,608-97.8% | $479-73.9% |