See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| 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 | $35,894 |
Service code 13 P.O. BOX 1193 · HELENA, MT 59601 | Contract Administrator | $2,800 |
Service code 55 777 EAST MAIN, SUITE 202 · BOZEMAN, MT 59771 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,651 | $46,173-46.6% | $170,442-85.5% | $69,631-64.6% |
| Participation rate | 79.1% | 63.9%+15.2pp | 83.6%-4.5pp | 70.7%+8.4pp |
| Annual return | 28.72% | 21.62%+7.1pp | 205.93%-177.2pp | 27571.02%-27542.3pp |
| Employer contribution / active EE | $1,017 | $1,610-36.8% | $5,433-81.3% | $2,032-50.0% |
| Participant deferral / active EE | $2,415 | $2,080+16.1% | $4,939-51.1% | $3,224-25.1% |
| Admin fee / account holder | $93 | $116-20.1% | $13,880-99.3% | $110-16.1% |