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 | $945 |
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 | $178,846 | $53,127+236.6% | $86,590+106.5% | $70,131+155.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.45% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $7,967 | $2,068+285.2% | $2,839+180.6% | $2,342+240.1% |
| Participant deferral / active EE | $12,960 | $2,696+380.8% | $3,609+259.1% | $3,332+289.0% |
| Admin fee / account holder | $11 | $3,585-99.7% | $4,906-99.8% | $4,645-99.8% |