Filed February 1, 2018 (most recent of 2 filings on file)
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 INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,466 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,602 | $56,485+2.0% | $185,823-69.0% | $86,799-33.6% |
| Participation rate | 89.2% | 65.5%+23.8pp | 81.7%+7.5pp | 72.3%+17.0pp |
| Annual return | 14.26% | 118.04%-103.8pp | 122.05%-107.8pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,992 | $1,843+8.1% | $5,167-61.5% | $2,405-17.2% |
| Participant deferral / active EE | $4,123 | $2,553+61.5% | $5,568-26.0% | $4,131-0.2% |
| Admin fee / account holder | $76 | $150-49.4% | $16,237-99.5% | $170-55.3% |