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 | $475 |
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 | $105,541 | $81,474+29.5% | $133,956-21.2% | $73,488+43.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 19.91% | 19.40%+0.5pp | 45.09%-25.2pp | 28.51%-8.6pp |
| Employer contribution / active EE | $3,466 | $2,209+56.9% | $3,919-11.5% | $2,270+52.7% |
| Participant deferral / active EE | $9,242 | $3,786+144.1% | $5,048+83.1% | $3,740+147.2% |
| Admin fee / account holder | $14 | $713-98.0% | $8,927-99.8% | $513-97.3% |