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 | $54,623 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,285 | $52,293-70.8% | $178,490-91.4% | $73,409-79.2% |
| Participation rate | 92.8% | 65.3%+27.5pp | 81.9%+10.9pp | 72.2%+20.7pp |
| Annual return | 16.36% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $473 | $1,735-72.7% | $5,011-90.6% | $2,234-78.8% |
| Participant deferral / active EE | $2,478 | $2,332+6.3% | $5,202-52.4% | $3,805-34.9% |
| Admin fee / account holder | $39 | $127-69.3% | $13,984-99.7% | $158-75.3% |