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 | $4,748 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $408 |
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 | $97,717 | $63,299+54.4% | $91,001+7.4% | $62,292+56.9% |
| Participation rate | 80.5% | 73.3%+7.2pp | 75.6%+4.9pp | 69.5%+11.0pp |
| Annual return | 15.67% | 20.99%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,896 | $1,807+4.9% | $2,456-22.8% | $2,042-7.2% |
| Participant deferral / active EE | $3,509 | $2,943+19.2% | $3,547-1.1% | $3,169+10.7% |
| Admin fee / account holder | $29 | $468-93.7% | $5,417-99.5% | $479-93.9% |