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 | $188,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,995 | $56,095-35.8% | $178,490-79.8% | $90,288-60.1% |
| Participation rate | 92.7% | 65.6%+27.1pp | 81.9%+10.8pp | 73.4%+19.3pp |
| Annual return | 17.15% | 28.81%-11.7pp | 151.07%-133.9pp | 53.97%-36.8pp |
| Employer contribution / active EE | $1,112 | $1,572-29.3% | $5,011-77.8% | $2,524-56.0% |
| Participant deferral / active EE | $3,605 | $2,669+35.1% | $5,202-30.7% | $4,232-14.8% |
| Admin fee / account holder | $37 | $101-62.8% | $13,984-99.7% | $114-67.2% |