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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,149 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,678 |
Service code 13 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Contract Administrator | $25,500 |
Filed as: KRAVITZ, LLC Service code 17 16030 VENTURA BLVD., SUITE 200 · ENCINO, CA 91436 | Pension Consulting | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,602 | $75,388+36.1% | $123,544-17.0% | $55,725+84.1% |
| Participation rate | 96.4% | 75.7%+20.8pp | 82.3%+14.1pp | 70.9%+25.6pp |
| Annual return | -4.66% | 4.48%-9.1pp | 119.20%-123.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,343 | $3,063-56.2% | $4,628-71.0% | $2,078-35.4% |
| Participant deferral / active EE | $8,859 | $5,651+56.8% | $6,426+37.9% | $3,356+164.0% |
| Admin fee / account holder | $129 | $120+7.3% | $9,284-98.6% | $115+11.6% |