Filed October 4, 2021
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 INSURANCE Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $24,403 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,580 | $92,897+177.3% | $90,782+183.7% | $56,287+357.6% |
| Participation rate | 99.3% | 80.7%+18.6pp | 82.7%+16.7pp | 69.9%+29.5pp |
| Annual return | -4.29% | -2.59%-1.7pp | -3.42%-0.9pp | -9.96%+5.7pp |
| Employer contribution / active EE | $10,855 | $3,871+180.4% | $4,105+164.4% | $2,111+414.2% |
| Participant deferral / active EE | $8,753 | $5,551+57.7% | $5,366+63.1% | $3,350+161.3% |
| Admin fee / account holder | $163 | $440-63.1% | $5,908-97.2% | $521-68.8% |