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 | $15,205 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,492 | $54,350+305.7% | $82,719+166.6% | $68,494+221.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.40% | -13.67%-2.7pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $9,535 | $2,218+329.9% | $3,009+216.9% | $2,596+267.3% |
| Participant deferral / active EE | $17,184 | $3,246+429.4% | $4,395+291.0% | $4,027+326.7% |
| Admin fee / account holder | $124 | $4,395-97.2% | $5,329-97.7% | $5,403-97.7% |