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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 6-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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $270,626 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $66,250 |
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 | $56,907 | $46,219+23.1% | $89,391-36.3% | $90,288-37.0% |
| Participation rate | 88.9% | 44.9%+44.1pp | 68.0%+21.0pp | 73.4%+15.6pp |
| Annual return | 14.44% | 25.71%-11.3pp | 245.62%-231.2pp | 53.97%-39.5pp |
| Employer contribution / active EE | $1,062 | $953+11.4% | $2,586-58.9% | $2,524-57.9% |
| Participant deferral / active EE | $5,296 | $2,136+147.9% | $3,890+36.1% | $4,232+25.1% |
| Admin fee / account holder | $86 | $147-41.6% | $4,881-98.2% | $114-24.8% |