Filed June 8, 2016
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: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,336 | $84,936+2.8% | $111,297-21.5% | $79,386+10.0% |
| Participation rate | 98.6% | 75.9%+22.7pp | 77.3%+21.3pp | 70.7%+27.9pp |
| Annual return | 14.67% | 17.45%-2.8pp | 54.65%-40.0pp | 116.85%-102.2pp |
| Employer contribution / active EE | $2,923 | $1,979+47.7% | $2,731+7.0% | $2,427+20.4% |
| Participant deferral / active EE | $5,201 | $3,888+33.8% | $4,487+15.9% | $4,046+28.6% |
| Admin fee / account holder | $242 | $537-55.0% | $7,964-97.0% | $626-61.4% |