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 COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,606 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,855 | $54,762-7.1% | $90,281-43.7% | $72,985-30.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.30% | 30.63%-12.3pp | 78.10%-59.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,495 | $2,092+67.0% | $2,854+22.4% | $2,440+43.2% |
| Participant deferral / active EE | $4,328 | $2,887+49.9% | $3,885+11.4% | $3,607+20.0% |
| Admin fee / account holder | $63 | $3,972-98.4% | $5,351-98.8% | $5,124-98.8% |