Filed November 27, 2019
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 4-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 INSURACE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,019 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,261 | $121,341+142.5% | $189,513+55.3% | $79,386+270.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 22.02% | 21.08%+0.9pp | 555.15%-533.1pp | 116.85%-94.8pp |
| Employer contribution / active EE | $6,334 | $3,915+61.8% | $6,162+2.8% | $2,427+160.9% |
| Participant deferral / active EE | $7,160 | $6,395+12.0% | $8,221-12.9% | $4,046+77.0% |
| Admin fee / account holder | $85 | $651-87.0% | $12,045-99.3% | $626-86.5% |