See peer percentile detail with Solo.
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 10-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 COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,327 | $37,117-58.7% | $147,614-89.6% | $55,191-72.2% |
| Participation rate | 59.7% | 63.6%-3.9pp | 84.6%-24.9pp | 69.2%-9.5pp |
| Annual return | 0.88% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $366 | $1,620-77.4% | $5,564-93.4% | $1,899-80.7% |
| Participant deferral / active EE | $1,207 | $1,985-39.2% | $4,895-75.3% | $3,046-60.4% |
| Admin fee / account holder | $53 | $86-37.7% | $11,611-99.5% | $91-41.3% |