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 | $98,807 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Distribution (1... | $1,629 |
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 | $83,688 | $69,231+20.9% | $91,989-9.0% | $67,579+23.8% |
| Participation rate | 96.4% | 78.9%+17.5pp | 78.6%+17.8pp | 71.3%+25.2pp |
| Annual return | 26.45% | 32.03%-5.6pp | 69.02%-42.6pp | 378.56%-352.1pp |
| Employer contribution / active EE | $3,710 | $2,284+62.4% | $3,452+7.5% | $2,148+72.8% |
| Participant deferral / active EE | $7,233 | $5,854+23.5% | $5,923+22.1% | $3,539+104.3% |
| Admin fee / account holder | $94 | $107-12.0% | $7,743-98.8% | $142-33.6% |