Filed May 5, 2021 (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 15 · EIN 84-0467907 | Recordkeeping | $93,361 |
Filed as: GWFS EQUITIES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $2,115 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
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 | $67,952 | $62,543+8.6% | $83,333-18.5% | $55,725+21.9% |
| Participation rate | 95.7% | 78.4%+17.3pp | 77.8%+17.9pp | 70.9%+24.8pp |
| Annual return | -4.62% | 14.85%-19.5pp | 10.63%-15.3pp | 244.93%-249.6pp |
| Employer contribution / active EE | $3,897 | $2,427+60.5% | $3,379+15.3% | $2,078+87.5% |
| Participant deferral / active EE | $7,424 | $5,682+30.7% | $5,565+33.4% | $3,356+121.3% |
| Admin fee / account holder | $95 | $103-7.8% | $7,510-98.7% | $115-17.5% |