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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $43,465 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $70,970 | $75,284-5.7% | $91,001-22.0% | $69,631+1.9% |
| Participation rate | 80.6% | 80.4%+0.2pp | 75.6%+5.0pp | 70.7%+9.9pp |
| Annual return | 16.56% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,034 | $2,473-58.2% | $2,456-57.9% | $2,032-49.1% |
| Participant deferral / active EE | $2,852 | $3,700-22.9% | $3,547-19.6% | $3,224-11.5% |
| Admin fee / account holder | $137 | $111+23.8% | $5,417-97.5% | $110+24.0% |