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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,160 | $99,957-70.8% | $149,696-80.5% | $73,488-60.3% |
| Participation rate | 73.4% | 75.7%-2.3pp | 82.5%-9.1pp | 70.7%+2.7pp |
| Annual return | 27.43% | 53.87%-26.4pp | 276.60%-249.2pp | 28.51%-1.1pp |
| Employer contribution / active EE | $2,025 | $3,191-36.5% | $4,644-56.4% | $2,270-10.8% |
| Participant deferral / active EE | $3,727 | $6,073-38.6% | $6,842-45.5% | $3,740-0.3% |
| Admin fee / account holder | $103 | $551-81.2% | $9,309-98.9% | $513-79.8% |