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 | $128,054 |
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 | $18,486 | $37,213-50.3% | $156,549-88.2% | $63,975-71.1% |
| Participation rate | 85.1% | 65.0%+20.1pp | 84.0%+1.1pp | 71.1%+14.0pp |
| Annual return | 8.33% | 47.89%-39.6pp | 32.23%-23.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $575 | $1,357-57.7% | $5,501-89.6% | $2,182-73.7% |
| Participant deferral / active EE | $2,795 | $2,070+35.0% | $4,871-42.6% | $3,356-16.7% |
| Admin fee / account holder | $11 | $56-80.9% | $13,027-99.9% | $70-84.7% |