Filed October 4, 2021
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 Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $36,341 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,305 | $133,040+192.6% | $119,258+226.4% | $79,386+390.4% |
| Participation rate | 98.1% | 80.9%+17.2pp | 82.7%+15.4pp | 70.7%+27.4pp |
| Annual return | 14.78% | 20.05%-5.3pp | 30.69%-15.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $11,210 | $4,390+155.3% | $4,384+155.7% | $2,427+361.8% |
| Participant deferral / active EE | $9,737 | $6,448+51.0% | $6,111+59.3% | $4,046+140.7% |
| Admin fee / account holder | $218 | $686-68.3% | $7,226-97.0% | $626-65.3% |