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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $100,455 |
LPL FINANCIAL4 years Service code 16 PO BOX 502533 · SAN DIEGO, CA 92150 | Consulting | $40,000 |
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 | $46,059 | $52,293-11.9% | $178,490-74.2% | $73,409-37.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 16.41% | 34.75%-18.3pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,059 | $1,735-39.0% | $5,011-78.9% | $2,234-52.6% |
| Participant deferral / active EE | $3,769 | $2,332+61.6% | $5,202-27.6% | $3,805-1.0% |
| Admin fee / account holder | $209 | $127+64.4% | $13,984-98.5% | $158+32.6% |