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 8-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,587 |
Service code 55 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $16,154 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $5,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,925 | $77,660-10.0% | $109,143-35.9% | $79,386-11.9% |
| Participation rate | 68.8% | 67.8%+1.0pp | 75.9%-7.1pp | 70.7%-1.9pp |
| Annual return | 36.95% | 23.44%+13.5pp | 25.75%+11.2pp | 116.85%-79.9pp |
| Employer contribution / active EE | $1,938 | $2,797-30.7% | $3,722-47.9% | $2,427-20.2% |
| Participant deferral / active EE | $3,084 | $3,518-12.3% | $4,653-33.7% | $4,046-23.8% |
| Admin fee / account holder | $389 | $732-46.8% | $6,752-94.2% | $626-37.8% |