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 | $90,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,579 | $104,475+46.0% | $159,436-4.3% | $79,386+92.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 32.08% | 67.95%-35.9pp | 263.57%-231.5pp | 116.85%-84.8pp |
| Employer contribution / active EE | $5,290 | $3,417+54.8% | $4,829+9.5% | $2,427+117.9% |
| Participant deferral / active EE | $8,074 | $6,467+24.8% | $7,352+9.8% | $4,046+99.6% |
| Admin fee / account holder | $387 | $711-45.6% | $10,799-96.4% | $626-38.2% |