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 8-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 | $2,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,212 | $47,977-89.1% | $154,107-96.6% | $56,287-90.7% |
| Participation rate | 85.6% | 66.2%+19.5pp | 83.0%+2.6pp | 69.9%+15.8pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.12%-735.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $4,257 | $2,169+96.3% | $5,298-19.6% | $2,111+101.7% |
| Participant deferral / active EE | $600 | $2,392-74.9% | $5,081-88.2% | $3,350-82.1% |
| Admin fee / account holder | $18 | $438-95.8% | $13,411-99.9% | $521-96.5% |