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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $3,989 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,120 | $70,908-23.7% | $98,907-45.3% | $73,488-26.4% |
| Participation rate | 98.1% | 73.8%+24.4pp | 76.0%+22.1pp | 70.7%+27.5pp |
| Annual return | 10.37% | 34.17%-23.8pp | 196.43%-186.1pp | 28.51%-18.1pp |
| Employer contribution / active EE | $3,203 | $2,036+57.3% | $2,689+19.1% | $2,270+41.1% |
| Participant deferral / active EE | $3,207 | $3,500-8.4% | $4,244-24.4% | $3,740-14.3% |
| Admin fee / account holder | $40 | $535-92.5% | $6,642-99.4% | $513-92.2% |