Filed August 18, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $316,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,708 | $88,730+69.8% | $82,313+83.1% | $77,958+93.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 76.9%+16.4pp | 71.6%+21.7pp |
| Annual return | 16.73% | 20.88%-4.2pp | 25.88%-9.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $6,423 | $2,758+132.9% | $2,428+164.5% | $2,310+178.0% |
| Participant deferral / active EE | $7,206 | $4,634+55.5% | $3,706+94.4% | $3,537+103.8% |
| Admin fee / account holder | $55 | $74-25.3% | $5,608-99.0% | $97-43.3% |