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 | $37,456 |
Service code 13 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Contract Administrator | $29,751 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,171 |
Filed as: KRAVITZ, LLC Service code 17 16030 VENTURA BLVD., SUITE 200 · ENCINO, CA 91436 | Pension Consulting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,092 | $88,122+55.6% | $141,162-2.9% | $67,579+102.9% |
| Participation rate | 95.4% | 76.5%+19.0pp | 82.5%+13.0pp | 71.3%+24.2pp |
| Annual return | -0.38% | 75.40%-75.8pp | 71.39%-71.8pp | 378.56%-378.9pp |
| Employer contribution / active EE | $1,959 | $3,224-39.3% | $4,735-58.6% | $2,148-8.8% |
| Participant deferral / active EE | $11,145 | $5,958+87.1% | $6,709+66.1% | $3,539+214.9% |
| Admin fee / account holder | $270 | $131+106.2% | $10,261-97.4% | $142+89.7% |