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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,199 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,451 |
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 | $153,105 | $75,388+103.1% | $123,544+23.9% | $55,725+174.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -4.41% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $7,098 | $3,063+131.7% | $4,628+53.4% | $2,078+241.6% |
| Participant deferral / active EE | $9,722 | $5,651+72.1% | $6,426+51.3% | $3,356+189.7% |
| Admin fee / account holder | $115 | $120-4.3% | $9,284-98.8% | $115-0.5% |