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. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,547 |
EMPLOYEE BENEFITS GROUP, LLC7+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $9,999 |
Filed as: GWFS EQUITIES, INC. Service code 33 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $85 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,149 | $111,491-12.9% | $189,513-48.7% | $86,799+11.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 15.24% | 83.50%-68.3pp | 555.15%-539.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $5,264 | $3,951+33.2% | $6,162-14.6% | $2,405+118.8% |
| Participant deferral / active EE | $5,440 | $6,437-15.5% | $8,221-33.8% | $4,131+31.7% |
| Admin fee / account holder | $68 | $189-64.2% | $12,045-99.4% | $170-60.1% |