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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,750 |
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 | $50,892 | $62,928-19.1% | $172,739-70.5% | $67,579-24.7% |
| Participation rate | 64.3% | 64.5%-0.2pp | 82.6%-18.3pp | 71.3%-7.0pp |
| Annual return | 23.56% | 30.36%-6.8pp | 802.84%-779.3pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,048 | $1,636-35.9% | $5,143-79.6% | $2,148-51.2% |
| Participant deferral / active EE | $2,999 | $2,145+39.8% | $5,198-42.3% | $3,539-15.3% |
| Admin fee / account holder | $104 | $167-37.5% | $13,954-99.3% | $142-26.8% |