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 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,240 | $75,183-74.4% | $123,892-84.5% | $55,167-65.1% |
| Participation rate | 87.6% | 72.8%+14.8pp | 81.4%+6.2pp | 69.0%+18.6pp |
| Annual return | 21.04% | 19.01%+2.0pp | 47.52%-26.5pp | 169.23%-148.2pp |
| Employer contribution / active EE | $3,106 | $2,823+10.0% | $4,617-32.7% | $1,963+58.3% |
| Participant deferral / active EE | $5,325 | $5,084+4.7% | $5,984-11.0% | $3,054+74.3% |
| Admin fee / account holder | $52 | $663-92.1% | $8,357-99.4% | $504-89.7% |