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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.
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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 INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,054 | $99,957-50.9% | $149,696-67.2% | $73,488-33.2% |
| Participation rate | 48.8% | 75.7%-26.9pp | 82.5%-33.7pp | 70.7%-21.9pp |
| Annual return | 15.81% | 53.87%-38.1pp | 276.60%-260.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $205 | $3,191-93.6% | $4,644-95.6% | $2,270-91.0% |
| Participant deferral / active EE | $4,515 | $6,073-25.7% | $6,842-34.0% | $3,740+20.7% |
| Admin fee / account holder | $1 | $551-99.8% | $9,309-100.0% | $513-99.8% |