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 INSURACNE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,383 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $49 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,121 | $105,181+64.6% | $159,436+8.6% | $85,850+101.7% |
| Participation rate | 81.7% | 75.8%+5.9pp | 82.8%-1.1pp | 69.3%+12.4pp |
| Annual return | 6.60% | 45.07%-38.5pp | 263.57%-257.0pp | 318.53%-311.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $15,258 | $5,945+156.7% | $7,352+107.5% | $3,952+286.1% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |