Filed February 26, 2019 (most recent of 4 filings on file)
Total covered: 40 employees
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 CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,399 | $37,039-17.9% | $147,614-79.4% | $59,188-48.6% |
| Participation rate | 44.9% | 63.8%-18.9pp | 84.6%-39.7pp | 69.4%-24.5pp |
| Annual return | 1.16% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $444 | $1,353-67.2% | $5,564-92.0% | $2,098-78.8% |
| Participant deferral / active EE | $2,136 | $2,094+2.0% | $4,895-56.4% | $3,265-34.6% |
| Admin fee / account holder | $27 | $60-54.8% | $11,611-99.8% | $92-70.5% |