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 INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,190 |
Service code 55 7333 E DOUBLETREE RANCH · SCOTTSDALE, AZ 85258 | Other Commissions | $24,165 |
Service code 13 2 NORTH RIVERSIDE PLAZA, SUITE 1230 · CHICAGO, IL 60606 | Contract Administrator | $9,856 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,395 | $73,638-19.3% | $95,952-38.1% | $73,488-19.2% |
| Participation rate | 55.2% | 76.2%-21.0pp | 77.1%-21.9pp | 70.7%-15.5pp |
| Annual return | 12.76% | 16.78%-4.0pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $708 | $1,863-62.0% | $2,541-72.1% | $2,270-68.8% |
| Participant deferral / active EE | $3,314 | $3,617-8.4% | $4,167-20.5% | $3,740-11.4% |
| Admin fee / account holder | $196 | $482-59.4% | $6,795-97.1% | $513-61.8% |