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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $108,739 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,129 | $88,730-48.0% | $82,313-44.0% | $77,958-40.8% |
| Participation rate | 88.6% | 84.5%+4.1pp | 76.9%+11.7pp | 71.6%+17.0pp |
| Annual return | 14.40% | 20.88%-6.5pp | 25.88%-11.5pp | 20.87%-6.5pp |
| Employer contribution / active EE | $1,413 | $2,758-48.8% | $2,428-41.8% | $2,310-38.9% |
| Participant deferral / active EE | $2,420 | $4,634-47.8% | $3,706-34.7% | $3,537-31.6% |
| Admin fee / account holder | $75 | $74+1.1% | $5,608-98.7% | $97-23.2% |