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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,256 |
Service code 13 3552 NE RALPH POWELL RD · LEES SUMMIT, MO 64064 | Contract Administrator | $9,824 |
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 | $32,746 | $59,584-45.0% | $86,874-62.3% | $79,386-58.8% |
| Participation rate | 98.3% | 67.7%+30.6pp | 71.6%+26.7pp | 70.7%+27.6pp |
| Annual return | 23.84% | 23.15%+0.7pp | 63.52%-39.7pp | 116.85%-93.0pp |
| Employer contribution / active EE | $1,424 | $1,768-19.4% | $2,495-42.9% | $2,427-41.3% |
| Participant deferral / active EE | $4,069 | $3,036+34.0% | $3,699+10.0% | $4,046+0.6% |
| Admin fee / account holder | $116 | $604-80.9% | $5,828-98.0% | $626-81.5% |