Filed June 13, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $119,051 |
ASCENSUS LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Advisory (Participants) | $75,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,109 | $111,491+8.6% | $189,513-36.1% | $86,799+39.5% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.8%+11.1pp | 72.3%+26.7pp |
| Annual return | 16.38% | 83.50%-67.1pp | 555.15%-538.8pp | 97.91%-81.5pp |
| Employer contribution / active EE | $5,655 | $3,951+43.1% | $6,162-8.2% | $2,405+135.1% |
| Participant deferral / active EE | $6,537 | $6,437+1.6% | $8,221-20.5% | $4,131+58.2% |
| Admin fee / account holder | $205 | $189+8.6% | $12,045-98.3% | $170+20.9% |