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 7-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 | $2,007 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,852 | $84,936-69.6% | $111,297-76.8% | $79,386-67.4% |
| Participation rate | 79.6% | 75.9%+3.7pp | 77.3%+2.3pp | 70.7%+8.9pp |
| Annual return | 23.79% | 17.45%+6.3pp | 54.65%-30.9pp | 116.85%-93.1pp |
| Employer contribution / active EE | $2,494 | $1,979+26.0% | $2,731-8.7% | $2,427+2.8% |
| Participant deferral / active EE | $4,285 | $3,888+10.2% | $4,487-4.5% | $4,046+5.9% |
| Admin fee / account holder | $22 | $537-95.9% | $7,964-99.7% | $626-96.5% |