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 INS. CO. Service code 50 · EIN 84-0467907 | Direct Payment | $51,601 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $21,870 |
Filed as: KRAVITZ, LLC Service code 17 | Pension Consulting | $7,290 |
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 | $30,570 | $29,369+4.1% | $77,482-60.5% | $73,409-58.4% |
| Participation rate | 27.9% | 37.9%-10.0pp | 54.2%-26.3pp | 72.2%-44.2pp |
| Annual return | 14.55% | 358.15%-343.6pp | 54.79%-40.2pp | 59.29%-44.7pp |
| Employer contribution / active EE | $657 | $406+61.8% | $986-33.4% | $2,234-70.6% |
| Participant deferral / active EE | $1,094 | $941+16.3% | $1,861-41.2% | $3,805-71.2% |
| Admin fee / account holder | $196 | $123+59.8% | $2,858-93.1% | $158+24.2% |