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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,603 | $228,332-72.6% | $185,823-66.3% | $158,922-60.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.25% | 40.80%-26.6pp | 35.95%-21.7pp | 302.83%-288.6pp |
| Employer contribution / active EE | $5,528 | $4,967+11.3% | $4,087+35.3% | $4,761+16.1% |
| Participant deferral / active EE | $5,422 | $6,415-15.5% | $5,632-3.7% | $5,982-9.4% |
| Admin fee / account holder | $10,884 | $11,864-8.3% | $9,500+14.6% | $11,246-3.2% |