Filed October 1, 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 10-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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,424 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,002 | $89,652+30.5% | $141,162-17.1% | $65,185+79.5% |
| Participation rate | 91.6% | 74.7%+16.9pp | 82.5%+9.1pp | 70.2%+21.4pp |
| Annual return | 7.31% | 32.79%-25.5pp | 71.39%-64.1pp | 29.38%-22.1pp |
| Employer contribution / active EE | $5,100 | $3,065+66.4% | $4,735+7.7% | $2,177+134.3% |
| Participant deferral / active EE | $7,859 | $5,691+38.1% | $6,709+17.1% | $3,514+123.7% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |