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 9-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 TRUST COMPANY, LLC (NY) Service code 15 · EIN 84-0467907 | Recordkeeping | $28,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,477 | $123,793-10.8% | $177,821-37.9% | $79,858+38.3% |
| Participation rate | 19.6% | 84.7%-65.1pp | 87.7%-68.2pp | 69.6%-50.1pp |
| Annual return | -75.39% | 22.82%-98.2pp | 48.32%-123.7pp | 31.71%-107.1pp |
| Employer contribution / active EE | $18,184 | $4,095+344.0% | $5,918+207.3% | $2,471+636.0% |
| Participant deferral / active EE | $23,449 | $5,956+293.7% | $7,714+204.0% | $3,740+527.0% |
| Admin fee / account holder | $226 | $7,243-96.9% | $12,427-98.2% | $5,306-95.7% |