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 60 · EIN 04-2647786 | Sub-TA Fees | $672 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $46,311 | $50,199-7.7% | $70,092-33.9% | $66,914-30.8% |
| Participation rate | 54.6% | 66.3%-11.7pp | 70.5%-15.9pp | 69.8%-15.2pp |
| Annual return | -5.85% | -13.85%+8.0pp | 190.73%-196.6pp | 1.58%-7.4pp |
| Employer contribution / active EE | $654 | $1,864-64.9% | $2,559-74.4% | $2,544-74.3% |
| Participant deferral / active EE | $2,787 | $3,112-10.5% | $3,849-27.6% | $4,237-34.2% |
| Admin fee / account holder | $164 | $600-72.6% | $6,267-97.4% | $593-72.3% |