Filed June 12, 2025 (most recent of 5 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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $322,884 |
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 | $66,383 | $56,095+18.3% | $178,490-62.8% | $90,288-26.5% |
| Participation rate | 95.6% | 65.6%+30.1pp | 81.9%+13.7pp | 73.4%+22.3pp |
| Annual return | 14.64% | 28.81%-14.2pp | 151.07%-136.4pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,937 | $1,572+23.2% | $5,011-61.3% | $2,524-23.3% |
| Participant deferral / active EE | $4,741 | $2,669+77.7% | $5,202-8.9% | $4,232+12.0% |
| Admin fee / account holder | $69 | $101-31.2% | $13,984-99.5% | $114-39.3% |