Filed March 19, 2024 (most recent of 3 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 INC CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $112,102 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,404 | $45,382-15.4% | $154,107-75.1% | $75,289-49.0% |
| Participation rate | 79.8% | 65.9%+13.9pp | 83.0%-3.3pp | 72.4%+7.3pp |
| Annual return | -3.86% | -0.47%-3.4pp | 735.12%-739.0pp | -0.04%-3.8pp |
| Employer contribution / active EE | $2,006 | $1,533+30.9% | $5,298-62.1% | $2,405-16.6% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $79 | $89-12.1% | $13,411-99.4% | $102-23.2% |