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 TRUST COMPANY, LLC Service code 64 · EIN 36-4115383 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $170,401 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,226 | $107,459+176.6% | $135,903+118.7% | $80,160+270.8% |
| Participation rate | 87.7% | 78.0%+9.7pp | 81.9%+5.8pp | 72.9%+14.8pp |
| Annual return | 18.22% | 91.91%-73.7pp | 68.23%-50.0pp | 40.38%-22.2pp |
| Employer contribution / active EE | $5,442 | $3,877+40.4% | $4,856+12.1% | $2,978+82.8% |
| Participant deferral / active EE | $14,341 | $8,195+75.0% | $7,758+84.9% | $5,017+185.8% |
| Admin fee / account holder | $39 | $127-69.6% | $10,762-99.6% | $145-73.3% |