See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| 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 | $100 |
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 | $40,710 | $33,745+20.6% | $64,105-36.5% | $55,191-26.2% |
| Participation rate | 78.2% | 59.4%+18.9pp | 68.2%+10.1pp | 69.2%+9.1pp |
| Annual return | 2.58% | 4.95%-2.4pp | 791.24%-788.7pp | 10.78%-8.2pp |
| Employer contribution / active EE | $746 | $641+16.3% | $1,820-59.0% | $1,899-60.7% |
| Participant deferral / active EE | $3,014 | $1,929+56.2% | $2,822+6.8% | $3,046-1.0% |
| Admin fee / account holder | $2 | $94-97.6% | $4,499-99.9% | $91-97.5% |