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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,268 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $93,997 | $73,981+27.1% | $105,722-11.1% | $62,891+49.5% |
| Participation rate | 93.3% | 71.7%+21.6pp | 78.9%+14.4pp | 69.3%+24.0pp |
| Annual return | 5.00% | 17.60%-12.6pp | 12.25%-7.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $7,498 | $2,856+162.5% | $4,079+83.8% | $2,281+228.8% |
| Participant deferral / active EE | $15,167 | $4,038+275.6% | $5,326+184.8% | $3,203+373.5% |
| Admin fee / account holder | $265 | $5,976-95.6% | $8,308-96.8% | $4,296-93.8% |