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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,520 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,558 |
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 | $82,502 | $54,390+51.7% | $117,039-29.5% | $69,631+18.5% |
| Participation rate | 100.0% | 58.5%+41.5pp | 77.2%+22.8pp | 70.7%+29.3pp |
| Annual return | 17.95% | 18.33%-0.4pp | 18.95%-1.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,391 | $1,357+76.2% | $3,785-36.8% | $2,032+17.6% |
| Participant deferral / active EE | $3,680 | $2,076+77.3% | $3,929-6.3% | $3,224+14.2% |
| Admin fee / account holder | $116 | $98+18.9% | $5,974-98.1% | $110+5.3% |