Filed December 16, 2021
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.
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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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,864 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,708 | $111,491+0.2% | $189,513-41.1% | $86,799+28.7% |
| Participation rate | 95.1% | 87.3%+7.7pp | 87.8%+7.3pp | 72.3%+22.8pp |
| Annual return | 14.95% | 83.50%-68.5pp | 555.15%-540.2pp | 97.91%-83.0pp |
| Employer contribution / active EE | $6,085 | $3,951+54.0% | $6,162-1.2% | $2,405+153.0% |
| Participant deferral / active EE | $8,231 | $6,437+27.9% | $8,221+0.1% | $4,131+99.3% |
| Admin fee / account holder | $21 | $189-88.7% | $12,045-99.8% | $170-87.4% |