See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,454 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,232 | $48,277-43.6% | $63,517-57.1% | $55,191-50.7% |
| Participation rate | 89.6% | 69.4%+20.3pp | 71.0%+18.6pp | 69.2%+20.5pp |
| Annual return | -0.61% | 2.37%-3.0pp | -70.30%+69.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,533 | $1,592-3.7% | $2,322-34.0% | $1,899-19.3% |
| Participant deferral / active EE | $2,664 | $2,432+9.5% | $2,953-9.8% | $3,046-12.6% |
| Admin fee / account holder | $18 | $86-79.4% | $5,892-99.7% | $91-80.5% |