Filed June 5, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
BLUE TECHNOLOGIES, INC.1 year Service code 99 · EIN 34-1804827 | Other Fees | $8,300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,701 |
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 | $41,232 | $42,772-3.6% | $87,507-52.9% | $55,167-25.3% |
| Participation rate | 91.8% | 66.5%+25.4pp | 73.8%+18.0pp | 69.0%+22.9pp |
| Annual return | 9.94% | 21.20%-11.3pp | 12.21%-2.3pp | 169.23%-159.3pp |
| Employer contribution / active EE | $971 | $1,277-23.9% | $2,550-61.9% | $1,963-50.5% |
| Participant deferral / active EE | $3,252 | $2,342+38.8% | $3,149+3.3% | $3,054+6.5% |
| Admin fee / account holder | $45 | $461-90.2% | $4,221-98.9% | $504-91.0% |