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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,081 | $36,767-50.8% | $81,478-77.8% | $62,292-71.0% |
| Participation rate | 51.2% | 54.4%-3.2pp | 68.0%-16.7pp | 69.5%-18.3pp |
| Annual return | 16.35% | 173.80%-157.4pp | 38.78%-22.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $551 | $1,128-51.1% | $2,568-78.5% | $2,042-73.0% |
| Participant deferral / active EE | $1,829 | $2,111-13.4% | $3,537-48.3% | $3,169-42.3% |
| Admin fee / account holder | $4 | $797-99.5% | $4,561-99.9% | $479-99.2% |