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 15 · EIN 84-0467907 | Recordkeeping | $286 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $247,918 | $77,813+218.6% | $123,544+100.7% | $64,186+286.3% |
| Participation rate | 89.2% | 74.7%+14.4pp | 82.3%+6.9pp | 69.6%+19.6pp |
| Annual return | 8.66% | 12.48%-3.8pp | 119.20%-110.5pp | 7.63%+1.0pp |
| Employer contribution / active EE | $2,547 | $3,014-15.5% | $4,628-45.0% | $2,381+7.0% |
| Participant deferral / active EE | $11,702 | $5,240+123.3% | $6,426+82.1% | $3,470+237.3% |
| Admin fee / account holder | $10 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |