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 15 · EIN 84-0467907 | Recordkeeping | $44,511 |
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $17,692 |
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 | $53,193 | $52,293+1.7% | $178,490-70.2% | $73,409-27.5% |
| Participation rate | 78.7% | 65.3%+13.4pp | 81.9%-3.2pp | 72.2%+6.6pp |
| Annual return | 17.80% | 34.75%-16.9pp | 151.07%-133.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $3,126 | $1,735+80.2% | $5,011-37.6% | $2,234+40.0% |
| Participant deferral / active EE | $5,561 | $2,332+138.4% | $5,202+6.9% | $3,805+46.1% |
| Admin fee / account holder | $61 | $127-51.7% | $13,984-99.6% | $158-61.1% |