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 9-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 |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $79,619 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,166 | $53,925-47.8% | $75,670-62.8% | $69,631-59.5% |
| Participation rate | 86.2% | 71.2%+15.0pp | 72.3%+13.9pp | 70.7%+15.6pp |
| Annual return | 16.68% | 17.84%-1.2pp | 27.34%-10.7pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,445 | $1,802-19.8% | $2,352-38.6% | $2,032-28.9% |
| Participant deferral / active EE | $3,329 | $2,569+29.6% | $3,142+6.0% | $3,224+3.3% |
| Admin fee / account holder | $119 | $97+23.0% | $5,800-97.9% | $110+8.2% |