Filed December 16, 2021
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $86,851 | $88,515-1.9% | $162,163-46.4% | $67,579+28.5% |
| Participation rate | 85.9% | 86.8%-0.9pp | 87.6%-1.6pp | 71.3%+14.7pp |
| Annual return | 20.52% | 27.04%-6.5pp | 115.59%-95.1pp | 378.56%-358.0pp |
| Employer contribution / active EE | $2,158 | $3,563-39.4% | $5,614-61.6% | $2,148+0.5% |
| Participant deferral / active EE | $4,682 | $5,724-18.2% | $7,298-35.8% | $3,539+32.3% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |