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 | $1,310 |
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 | $144,570 | $45,152+220.2% | $73,843+95.8% | $59,632+142.4% |
| Participation rate | 95.0% | 64.0%+31.0pp | 73.4%+21.6pp | 68.7%+26.3pp |
| Annual return | -1.45% | 27.40%-28.8pp | 2267.84%-2269.3pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $6,978 | $1,902+266.9% | $2,787+150.3% | $2,203+216.8% |
| Participant deferral / active EE | $11,815 | $2,574+359.0% | $3,583+229.7% | $3,192+270.2% |
| Admin fee / account holder | $15 | $3,516-99.6% | $4,880-99.7% | $4,297-99.6% |