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 |
|---|---|---|
Service code 99 6737 WEST WASHINGTON STREET, · MILWAUKEE, WI 53214 | Other Fees | $8,488 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,815 | $56,972-28.4% | $182,532-77.6% | $65,185-37.4% |
| Participation rate | 92.6% | 66.5%+26.0pp | 78.0%+14.6pp | 70.2%+22.4pp |
| Annual return | 17.80% | 27.67%-9.9pp | 148.54%-130.7pp | 29.38%-11.6pp |
| Employer contribution / active EE | $1,703 | $1,615+5.5% | $4,076-58.2% | $2,177-21.8% |
| Participant deferral / active EE | $2,691 | $3,526-23.7% | $5,524-51.3% | $3,514-23.4% |
| Admin fee / account holder | $35 | $528-93.5% | $8,592-99.6% | $847-95.9% |