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 & ANNUITY COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $99,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,789 | $58,290-79.8% | $98,442-88.0% | $86,799-86.4% |
| Participation rate | 89.6% | 68.3%+21.3pp | 73.3%+16.3pp | 72.3%+17.3pp |
| Annual return | 15.43% | 43.48%-28.0pp | 1492.73%-1477.3pp | 97.91%-82.5pp |
| Employer contribution / active EE | $614 | $2,008-69.4% | $2,960-79.2% | $2,405-74.5% |
| Participant deferral / active EE | $2,065 | $3,152-34.5% | $4,276-51.7% | $4,131-50.0% |
| Admin fee / account holder | $87 | $138-36.9% | $5,949-98.5% | $170-48.8% |