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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $218,649 |
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 | $30,501 | $47,456-35.7% | $172,739-82.3% | $77,787-60.8% |
| Participation rate | 94.5% | 66.3%+28.2pp | 82.6%+11.8pp | 73.2%+21.3pp |
| Annual return | 23.68% | 35.57%-11.9pp | 802.84%-779.2pp | 32.57%-8.9pp |
| Employer contribution / active EE | $1,397 | $1,574-11.2% | $5,143-72.8% | $2,504-44.2% |
| Participant deferral / active EE | $3,606 | $2,560+40.9% | $5,198-30.6% | $3,967-9.1% |
| Admin fee / account holder | $38 | $81-52.7% | $13,954-99.7% | $100-61.7% |