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 | $685 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $173,364 | $49,177+252.5% | $79,464+118.2% | $64,186+170.1% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.6%+27.9pp |
| Annual return | -5.57% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $8,170 | $2,076+293.5% | $2,800+191.8% | $2,381+243.2% |
| Participant deferral / active EE | $14,579 | $2,821+416.7% | $3,704+293.6% | $3,470+320.2% |
| Admin fee / account holder | $8 | $3,839-99.8% | $5,113-99.8% | $4,888-99.8% |