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 LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,018 |
GATE CITY ADMINISTRATION LLC4 years Service code 13 328 E MARKET ST · GREENSBORO, NC 27401 | Contract Administrator | $15,444 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,971 | $63,745-26.3% | $98,442-52.3% | $79,386-40.8% |
| Participation rate | 45.5% | 69.9%-24.3pp | 73.3%-27.8pp | 70.7%-25.2pp |
| Annual return | 12.23% | 625.80%-613.6pp | 1492.73%-1480.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,142 | $2,557-55.3% | $2,960-61.4% | $2,427-52.9% |
| Participant deferral / active EE | $2,070 | $3,303-37.3% | $4,276-51.6% | $4,046-48.8% |
| Admin fee / account holder | $676 | $516+31.0% | $5,949-88.6% | $626+7.8% |