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 | $192,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,264 | $67,512-37.4% | $185,823-77.3% | $93,030-54.6% |
| Participation rate | 93.8% | 67.1%+26.6pp | 81.7%+12.1pp | 73.9%+19.9pp |
| Annual return | 14.32% | 21.04%-6.7pp | 122.05%-107.7pp | 158.70%-144.4pp |
| Employer contribution / active EE | $1,627 | $1,783-8.7% | $5,167-68.5% | $2,706-39.9% |
| Participant deferral / active EE | $4,212 | $3,035+38.8% | $5,568-24.4% | $4,562-7.7% |
| Admin fee / account holder | $37 | $318-88.3% | $16,237-99.8% | $152-75.5% |